The Budgeted Contracts log window displays a one-line summary of each budgeted contract. From this window, you can review the details of a contract, open existing contracts, or add a new contract. You can also print a report or a form.

Buttons, Drop-Down Lists, Icons, and Links:

Add Document

Click to add a new document.

Print Report

Click to print the default report.

Print Preview

Click to display the page that will be printed.

Select an action

Click to display the list of actions you can perform on the current window.

Transmittals Queue

Click to display the items in the Transmittals Queue. From there you can select the create or remove functions that you want to perform on a transmittal.

User Productivity Kit

Click the User Productivity Kit link to launch the User Productivity Kit (sold separately), which you can use to view context-sensitive tutorials specific to the page you are viewing.

The Applicable Content checkbox will be marked. If specific tutorial content exists, select the appropriate link to display it. If specific tutorial content does not exist, clear the Applicable Content checkbox to choose from the list of available general tutorials.

Print

Click to open the Print dialog box. Use this dialog box to choose, preview, and print a report, form, or dunning letter for the current document.

Layout

Click to select a different layout for the log window.

Edit Document

Click to open the document in Edit mode.

Find

Click to filter all items in the active table by a particular word or phrase.

Control Center

Click to return to the Workspace.

Columns:

Document For

A linked description of the contract. Click to open the Contract document window in View mode.

Number

A unique number identifying the contract.

To/To Contact

The company and contact receiving the item.

From/From Contact

The company and contact sending the item.

Status

The contract’s status.

Dated

The date the contract was created.

Spec Section

The specification item that best describes this item. Documents can be sorted or filtered by their respective specification numbers so you can easily locate and view documents of a particular spec type.

The specification section codes are part of the MasterFormat standard coding system, which was developed by the Construction Specifications Institute (CSI) and the Construction Specifications Canada (CSC).

You can add a new specification section to this list by right-clicking on the top-level folder and choosing Dictionaries, Specification Sections.

Total Cost

The total sum of all lump sum and unit items in this contract.

Approved Changes

The total sum of all approved change orders for this contract.

Pending Changes

The total sum of all changes (including proposals) that have been filed but not yet approved for this contract.

Balance

The current contract balance, consisting of the total cost plus approved changes. Pending changes invoiced to date are excluded.

Activity ID

The P6 EPPM activity associated with this item.

Ball in Court/BIC Contact

The company and contact currently responsible for this item.

Priority

The priority level for this item, which will appear in the BIC’s Action List.

Approved?

Indicates whether the item has been approved.

No is the default. Yes appears when the item has been approved.

Custom Field columns

Each custom field assigned to the issues table is shown with applicable values. Custom fields enable you to define additional information about a project; define them outside the project by right-clicking on the top-level folder (All Projects) in the Project View and choosing Custom Fields.

Select an action

This drop-down list appears at the right of each document listed in the log. Click to open a list containing actions you can perform.

How to access this log window:

Expand the Contract Information folder in the Project View and click Contracts - Budgeted.

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