Edit a prime contract

Edit the header information

  1. Go to Projects and select a project.
  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 section to import drawings and specifications.

  1. On the left menu, select Projects.
  2. Select a project.
  3. On the Projects menu, select Prime contracts.
  4. On the Prime contracts screen, select a contract number.
  5. In the Documents section, from the Add/Import Items list, select Import drawings and specs.
  6. In the Import field, select either Drawing or Specification.
  7. Select one or more records.
  8. Select Import.