NAVIGATION

1. From the Main Menu, click Administrators/Contract Instructions
   OR
   From the Main Menu, click Project Lists.  Click next to project in list, click Project Home button.  Note:  The project's home page will display.

2. On the dropdown menu, click Procurement/Contract Instructions.
   Note: The project's contracts will list in the display view.

3. Click next to Contract Number/Name/Role in display view list.
   Note: The contract's VOs and CMs will list in the details view with the 1st line of the description, date last modified & $ value.

Edit a Contract Memo

The following is a list of all screen items for a contract memo.  In most cases, only the status, authorised date, authorised by, adjustment increase or decrease and the adjustment amount.

When there are 10 or more items to select from a list, the 'Filter by' box will display.  'How to use Filter By'

1. Select next to CM in contract instructions list in details view.  Click Edit at the bottom of the list.  Note: CM will display in the details view.
   Edit the following if required.

2. Change primary consultant Reference Number in .

3. Change the Issued Date (the date the CM was initiated) by either clicking on and selecting date or enter date in .

4. Change Status from the .  

5. Click History to open window displaying a history of events.  Click Close to close the history window.

6. Change the Authorised Date (the date the CM was authorised) by either clicking on and selecting date or enter date in .
   Note: The system will automatically insert today's date if left blank after clicking Save.

7. Change the  Authorised By from the .

8. Change the Summary Description in the .  
   Note: The first line of the description will appear in the contract instructions list.

9. Change the Cause from the .  If 'Other' enter cause in .

10. Change the Adjustment Amount to the PC Sum in the .  Note:  The adjustment amount will not show in the list.

11. Click to indicate whether the adjustment Increases or Decreases the PC Sum.

12. To Add an Attachment, click Browse to locate file (e.g. documents, drawings etc).  A Choose File dialogue window will display, use the Look In to locate the directory and document/file.

13. Click on the file name, click Open to select file location and name.
    Note: The open attachment image, name of file and a remove box will display under the Browse button after you have clicked Save.  Repeat steps 11 & 12 to add another attachment.

14. To Open an Attachment, under Add Attachment, click next to file you want to open.  Click Open in the file download window.  Note: The attachment file will open in its native format.  

15. To Remove an Attachment, under Add Attachment, click the Remove next to document/s listed that you want removed.

16. Click Save.  Note:  If you have not clicked Save, all changes will be lost.  The screen will refresh with the changes.

17. Click List to go back to contract instructions list.

Navigation Buttons & Screen Items

Business Rules