The Contracts page lets you create new contracts and manage existing ones. The following information is provided for each contract included in the list:
Contract ID: The contract ID.
Name: The name of the contract.
Type: The type of contract.
Status: The contract status:
, or .Start Date: The contract’s start date.
End Date: The contract’s end date.
Parent Contract ID: The ID of the parent contract, if any. You can associate any number of contracts to a parent contract.
You can perform the following tasks to manage contracts:
Task |
Steps |
Additional Details |
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Create a contract |
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Filter the Contracts list |
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Create a folder |
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Move a contract |
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Delete a folder or contract. |
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Deleting a folder deletes all the contracts in the folder. |
Copy a contract |
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The default contract ID and name of the new contract are the same as the copied contract plus an appended number. Select if this is a parent contract or a source contract. The following data is not copied:
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