Update Contract Attributes Using General Tab - EcoSys - 4.02 - Help - Hexagon PPM

This procedure allows you to update the Contract attributes using the Contract Details panel.

1. Navigate to Contracts > Contract Setup.

2. At the top of the screen, in the green parameter bar, click the Contract Organization ellipsis to select the required project.

3. If required, click REFRESH to update the screen.

4. Click the Contract Register tab.

5. Select the Contract ID hyperlink. The Contract Details panel appears.

6. Click the General tab.

7. Populate data as indicated below:

   1. Type a name in the Contract Name field.

   2. (Optional) Type the Alternate ID.

   3. Select the Contract Type. The available contract types are listed below:

      1. Cost Plus ( CON )

      2. Fixed Price ( CON )

      3. Incentive Based ( CON )

      4. Not to Exceed ( CON )

      5. Time & Materials ( CON )

   4. (Optional) Select the Payment Terms. The available payment terms are listed below:

      1. Net 15

      2. Net 30

      3. Net 45

   5. (Optional) Select the Due Date.

   6. (Optional) Select the Vendor ID ellipsis to select the required vendor ID.

   7. (Optional) Type in the required Scope.

8. (Optional) Attach the contract related document. To attach the document, perform the following:

   1. Click the Attachment icon.

      

   2. Click UPLOAD and then click Choose File to select a file to upload.

      

   3. Type the description of the document in the Document Description.

      To view or save the attachment, click the attachment hyperlink.

9. (Optional) Click the Contract Logo icon and follow step 8 to attach a project logo.

10. Click SAVE.