Newforma Info Exchange Tenth Edition Help  

 

Contract Page                                                                                                       

This page shows the details of the contract you selected from the Contracts log.

This page is only available to Project Center (internal) users that are Financial Managers and have the Show All Permission Set.

Contract

Subject

The subject of the contract.

Due Date

The date the contract is due.

Contract Date

The date the contract was issued to the subcontractor.

Date Executed

The date the contract is signed off on and agreed to.

Type

The contract's type.

Terms

The terms of the contract (i.e., Lump Sum or Contract Sum).

Expected Date

The date the contract is expected (for Expected contracts only).

Status

The contract's status.

ID

The ID number for the contract.

Client Contract Number

The ID number the client gave the contract for tracking.

Discipline

The disciplines associated with the contract.

Original Start Date

The original start date for the contract start.

Original End Date

The original end date for the contract.

Current Completion

The revised work completion date based on approved changes.

To Company

The contact the contract is going to. Click the link to open the Contact Information dialog box.

From Company

The contact the contract came from.

Key Contact

The main person to contact regarding the contract, if assigned.

Executed Contract

A link to the scanned copy of the fully signed and executed contract document (when available). Click on the link for a file to view it in the Newforma Web Viewer. If the filename is not a hyperlink, click the icon to open or save the file locally.

 

Workflow tab

Use this tab to view the progress of the actions taken on the contract.

Type

The type of action taken.

Action

The action required or taken. Click to open the corresponding contract action page to view the details of the action.

Date

The date the action was taken.

From

The contact who performed the action.

To

The recipient of the action.

Due Back

When a response to the action is due.

Remarks

Any additional remarks about the action.

 

Summary tab

Use this tab (which is read-only) to view a summary of the contract's values in a pie chart, a summary of the commitment values, and all of the changes made to the contract.

Type

Displays the type for other contract management items related to this contract.

ID

The ID number for the related contract management item.

Status

The current workflow status for the related item.

Subject

The subject for the related item.

Description

The detailed description of the item.

Amount

The amount of the related item.

 

Schedule of Values tab

Use this tab to view the commitment items associated with the contract.

Item Number

The commitment item number.

Cost Code

Click to view the cost code associated with the item.

Item Description

The description for the commitment item.

Commitment Amount

The commitment item value.

 

Scope tab

Use this tab to view detailed information about what is included and not included in the contract, as well as other general information and any internal notes about the terms and scope of the contract.

General

Any general information about the scope of the contract.

Inclusions

The work, materials, and other relevant items that the subcontractor is expected to provide with this contact.

Exclusions

The work, materials, and other relevant items that the subcontractor is not expected to provide with this contract.

 

Contract Documents tab

Use this tab to view any record documents related to the contract.

Number

The record document number.

Type

The type of record document.

Title

The title of the record document.

Revision

The revision number of the record document.

File

The file associated with the record document. Click on the link for a file to view it in the Newforma Web Viewer. If the filename is not a hyperlink, click the icon to open or save the file locally.

Revision Date

The creation date of the last record document revision.

Revision Description

The description of the last record document revision.

 

Email Log tab

This tab lists all email messages associated with the contract.

Importance

The    icon indicates the email message is marked as important.

Attachments

The    icon indicates the email message contains an attachment.

Subject  

The original subject line of the email. Click the subject of an email message to view it in the Email Preview page.

Message

Displays the first part of the email message.

From

Displays the original sender of the email.

To

Displays the recipient list for the email.

Date

Displays the original sent date for the email.

Size  

Displays the file size of the email.

Preview Email Messages

Mark this checkbox to display a portion of the email messages below their subjects.

 

Supporting Documents tab

Displays the supporting documents for the contract. Click on the link for a file to view it in the Newforma Web Viewer. If the filename is not a hyperlink, click the icon to open or save the file locally.

Name

The name of the file.

Type

The file type.

 

Related Items tab

This tab lists all Project Center items that are related (linked) to the contract. Click the subject of an item to open it in its page.

Subject

The subject of the related project item. The icon for the related item type appears to the left of the Subject.

ID

The ID for the related project item.

Type

The type of the Project Center project item.

Workflow

The status of the item related to the contract.

Team Members

Team members associated with the related item.

Date

The date the related item was created.

Keywords

Displays any project keywords associated with the item.

 

Change Log tab

Use this tab to view a history of the actions taken on the selected contract, including when it was created, modified, who was involved, and any details.

Date  

Date the change occurred.

Event Type

Type of change that occurred.

By

Project team member who created the change.

Detail

The specific field or item that was changed by the event.

In addition to the listed fields, custom fields may also be exist. Project Center administrators can create custom fields throughout Info Exchange.

 

Page Tools

The following tools are available in the Contracts Page toolbar.

Contracts

Click to the return to the Contracts log.

View Form

Click to open a printable version of this page.

 

To access this page

Click the subject of  a contract in the Contracts log.

If contracts are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.