Edit a prime contract

Edit the header information

  1. Go to Projects and select the appropriate project in the Quick Select section.
  2. Select Prime Contracts under the Client Contract Admin section.
  3. On the Prime Contracts page, select a contract number from the list.
  4. Select Edit.
  5. Edit the information as needed.
    When editing a prime contract, you can add an owner purchase order (PO) reference number in the Owner PO Ref field to link it to the prime contract.
  6. Select Save and Close.

Import drawings and specifications

Use the Documents to be listed in Contract section to import drawings and specifications.

  1. Go to Projects and select the appropriate project in the Quick Select section.
  2. On the Project Home page, select Prime Contracts under the Client Contract Admin section.
  3. On the Prime Contracts page, select a contract number.
  4. In the Documents to be listed in Contract section, select Add / Import Items > Import Drawings & Specs.
  5. Select either Drawing or Specification in the Import dropdown.
  6. Select one or more records from the list.
  7. Select Import.