Contract Room - Tutorials (Portfolio Financials)

Contract Create a Contract Room in Portfolio Financials Download a Schedule of Values PDF for a Contract in Portfolio Financials Download Contract Documents in Portfolio Financials Edit a Contract in Portfolio Financials Enable Cost Breakdown for a Contract in Portfolio Financials Export a Contract in Portfolio Financials Set Retention for a Contract in Portfolio Financials Share a Contract in Portfolio Financials Unshare a Contract in Portfolio Financials View the Contract Room in Portfolio Financials   Progress Claims Add an Progress Claim in Portfolio Financials Add Non-Contract Progress Claims in Portfolio Financials Adjust Retention by Line Item in Portfolio Financials Approve or Reject an Progress Claim in Portfolio Financials Delete an Progress Claim in Portfolio Financials Edit an Progress Claim in Portfolio Financials Send an Progress Claim to Accounts Payable in Portfolio Financials Undo the Rejection of an Progress Claim in Portfolio Financials

Variations Add a Variation in Portfolio Financials Approve or Reject a Variation in Portfolio Financials Edit a Variation in Portfolio Financials   Teams Add Owner Team Contacts to the Contract Room in Portfolio Financials Add Vendor Team Contacts to the Contract Room in Portfolio Financials Remove a Team Contact from the Contract Room in Portfolio Financials   Messages ​​​​​ Send Messages from the Contract Room in Portfolio Financials