The General Tab provides a place to record basic contract information, such as to-from parties, number, date, title.
The Review Status Tab is where contract approvals are recorded using the approval workflow. The workflow allows for an unlimited number of approvers, and can specify the order in which approvals are needed. For more information about how the workflow can be used, see The Contract Management Workflow article.
The Contract Summary has tabs to access summary information.
Again within the Contract Summary Tab, access links to documents in other modules associated with the contract.
Each Line Item can be recorded as a Unit Price or a Lump Sum amount. Tax rates and material names / IDs, P6 schedule activities, Cost Codes and Issues can be associated at the line item level. URLs or documents can be attached and custom fields can be added to track additional information.
The Details Tab provides a place to record additional contract information, such as a description, the type of contract, work at and bill to addresses.
In the Schedule Tab, the contract can be linked to an activity from the P6 schedule.
Custom Fields allow you to track any type of information that you may need. For example, Emerald has developed a multi-currency functionality using Custom Fields, allowing for contracts to be in a different currency than the rest of the project.
An unlimited number of Issues can be linked to each contract. An issue is like a virtual file folder holding links to each document related to a particular subject, work package or issue.
In the Attachments Tab, URLs or documents can be attached. For example, a copy of the signed contract could be attached to the contract.
The Version Tab holds all the recorded versions of the contract. Versions can be recorded manually or they can automatically be recorded every time a contract is modified and saved.
This feature is new to Contract Management Release 13.