Contract Management Section of the Content Tab of the Customize Workspace Page
Overview
Use this section to customize which portlets relating to Contract Management will appear on the Workspace page.
Screen Elements
Contract Issues option
Determines whether to display the Contract Issues portlet. Use the following configurable options to modify this portlet:
- Customize link: Displays a dialog box with configurable options for modifying the Issues chart displayed in the Contract Issues portlet.
- Allow Team Members to view this section option: Determines whether to allow users with a Team Member module access setting to view this section.
Contract Documents option
Determines whether to display the Contract Documents portlet. Use the following configurable options to modify this portlet:
- Customize link: Displays a dialog box with configurable options for selecting documents displayed in the Contract Documents portlet.
- Allow Team Members to view this section option: Determines whether to allow users with a Team Member module access setting to view this section.
Contract Reports option
Determines whether to display the Contract Reports portlet. Use the following configurable options to modify this portlet:
- Customize link: Displays a dialog box with configurable options for selecting reports displayed in the Contract Reports portlet.
- Allow Team Members to view this section option: Determines whether to allow users with a Team Member module access setting to view this section.
Cost Worksheet option
Determines whether to display the Cost Worksheet portlet. Use the following configurable options to modify this portlet:
- Customize link: Displays a dialog box with configurable options for modifying the spreadsheet columns and grouping displayed in the Cost Worksheet portlet.
- Allow Team Members to view this section option: Determines whether to allow users with a Team Member module access setting to view this section.
Request for Information (RFI) option
Determines whether to display the Request for Information (RFI) portlet. Use the following configurable options to modify this portlet:
- Customize: Displays a dialog box with configurable options for modifying the Request for Information chart displayed in the portlet.
- Allow Team Members to view this section: Determines whether to allow users with a Team Member module access setting to view this section.
RFI Turnaround Time option
Determines whether to display the RFI Turnaround Time portlet. Use the following configurable options to modify this portlet:
- Customize: Displays a dialog box with configurable options for modifying the RFI Turnaround Time chart displayed in the portlet.
- Allow Team Members to view this section: Determines whether to allow users with a Team Member module access setting to view this section.
Safety option
Determines whether to display the Safety portlet. Use the following configurable options to modify this portlet:
- Customize: Enables you to modify the Safety chart displayed in the portlet.
- Allow Team Members to view this section: Determines whether to allow users with a Team Member module access setting to view this section.
Submittals option
Determines whether to display the Submittals portlet. Use the following configurable options to modify this portlet:
- Customize: Displays a dialog box with configurable options for modifying the Submittals chart displayed in the portlet.
- Allow Team Members to view this section: Determines whether to allow users with a Team Member module access setting to view this section.
Getting Here
- Click
Projects. - On the Projects navigation bar, click
Workspace. - On the Workspace page, click Customize.
- On the Customize Workspace page, click the Content tab and expand the Contract Management area.
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