(Beta) Approve Client Contracts
Objective
To change the status of a client contract for a construction project to 'Approved.'
Background
After the client contract is created, you can follow the steps in Update the Schedule of Values on a Client Contract. Once the line items on the SOV are complete and the agreement between the project HC and your company is finalised, you can place the contract into the Approved status. This action allows your project team to begin creating variations (see Create a Client Contract Variation), HC progress claims (see Create a HC/Client Progress Claim for a Client Contract) and payments issued (see Create a Payment Issued).
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Client Contracts tool
- 'Admin' level permissions on the project's Client Contracts tool
- Additional Information:
After you complete the steps below, your project team can then perform the following tasks:
Prerequisites
- (Beta) Create Client Contracts
- Update the Schedule of Values on a Client Contract
- Confirm that all parties to the client contract are in agreement prior to changing its status to 'Approved.'
Steps
- Navigate to the project's Client Contracts tool.
- Locate the client contract to work with. Then click its Number link.
- Click the Edit Contract button.
- Under General Information, choose Approved from the Status drop-down list.
- Click Save.