- Go to Project module, click All contract.
All Contracts:
Active project
In the filter, choose the Active status.
- Edit Option: Allows you to modify the details of an active contract. To extend the duration of an active project contract, update the end date only.
(Note: Do not change the start date of the project. If change the start the project become double) - Renew Quotation: Option to renew the previous quotation.
- Renew Contract & Recreate Contract: Enables you to renew or recreate the active contract. This option allows you to generate a new contract based on the existing one.
Use this when changes are needed to key details such as contract amount, manpower, or other terms. - System-Generated Site Agreement: Preview the site contract agreement.
- Edit System Template: Change or edit the system-generated contract template.
- Original Contract: View and manage the original contract.
- Terminate Contract: Allows you to end the project contract before its scheduled end date.
- Use this when the project is cancelled or no longer requires continuation.
Yet to start
In the filter, choose the Yet To Start status,
Edit option: Projects that are yet to start are visible here. You can view and edit their details or activate them early by updating the start date.
All other options function the same as they do for active projects.
Expired Contracts
In the filter, choose the Expired status,
Renew Quotation:
Use this option to renew a previously issued quotation.
Renew Contract & Recreate Project:
Expired projects can be renewed by selecting “Renew Contract & Recreate Project.” This option allows you to modify the details of the expired contract. To extend the project duration, update the end date only—the project will become active upon saving.
If the start date needs to be changed, the project will remain inactive up to the last updated end date, and a new contract will be initiated from the new start date.
Terminated:
Click Terminate to end the project contract.
Terminated
In the filter, choose the Terminate status,
The terminated project displaced here.
Renew Quotation:
Use this option to renew a previously issued quotation.
Renew Contract & Recreate Project:
Terminated projects can be renewed by selecting “Renew Contract & Recreate Project.” This option allows you to modify the details of the terminated contract, after which the project will become active again.