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Add New Budgeted Contracts

In this topic, we'll show you how to add new Budgeted Contracts

From the Budgeted Contracts Module

  1. Click on the Contracts module from the left navigation. 


  2. Click on Budgeted Contracts.


  3. Click on the Add New Contract link. A white screen with a link will only show until you haven’t added any Budgeted Contract to the project. Once you add a Budgeted Contract, you will see a Add New Contract button located on the top right corner of the screen. You can click on this button to add new Budgeted Contracts.

  4. Enter a contract number in the Contract Number field.

  5. Enter a contract title in the Contract Title field.

  6. Click on the Company drop down and select the company, to which you want to send the Budgeted Contract to, from the drop down list.

  7. Click on the Due Date field and select a date from the calendar.

  8. Click on the Assignee text box. An Assignee pop up will show.

  9. Select the checkboxes next to the assignee names and then click on the Update button. The assignee names may be prepopulated based on your Workflow Settings.

  10. Click on the Cost Code drop down and select the cost code from the dropdown list under the Schedule of Values section. 

  11. Click on the Type dropdown and select the type from the dropdown list.

  12. Enter a quantity in the Quantity input box.

  13. Click on the Unit dropdown and select the unit from the dropdown list.

  14. Enter a unit price in the Unit Price input box.

  15. Click on the Attach Files drop down.


  16. Select the Attach From Computer option and select the files that you want to attach with the Budgeted Contract.
    Note: You can also attach files from other cloud file storage services such as Google Drive, Dropbox, Box, ShareFile or One Drive. When you choose to attach files from a cloud service the system will ask for your permission to connect with the file storage service of your choice.

  17. Click on the Send button.

  18. The Budgeted Contract will be sent to the assignees selected in the previous steps. Assignees will also get notified by email based on their Notifications Settings.

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