Managing contracts is simplified in UniPhi with the ability for administrators to establish contract statuses. By indicating which contracts statuses are committed users are aware that they intend to raise progress claims, variations, EOTs and a variety of other post contract documentation against contracts that have not yet been committed or have been completed / cancelled.
Contract statuses are usually established during UniPhi deployment but can be added to or amend to align with current contract methodology:
To create, edit and delete Contract Status:
1. Go to the Configuration > Contract status tab:
2. Click Add and the following fields will be displayed:
3. Enter in the name of your new Status.
4. Enter in the Order of your new status (this is the order it will appear in the status dropdown)
5. Indicate if the status is a committed contract status or not.
Committed: project cost reports will only display committed contract values so unless a contract status is committed it will not appear in reports.
6. Indicate if the contract status has a cancelled property.
Cancelled: This flag is used in reports both from an internal submission basis and an external tender analysis basis. Information can be used to report on ratios of contracts won and lost, manage tenders and collate benchmark data on $ ranges for competitive versus not so competitive tenders.
In the example displayed below a number of cancelled statuses have been added to align with the organisation’s own methodology and allows users to report in more detail why the contract was cancelled:
7. Save your entry.
You now know how to add a new contract status.
To view your new contract status go to the Portfolio > Contracts tab and select a project from the Project filter. Click Add in the Contract Summary box and fields will be displayed that allow you to add a new contract to your project. Note that the status dropdown now includes the status you just added:
If you were to select withdrawn your contract will contain the properties associated with that status.
To edit a Contract Status:
1. From the Configuration > Contract status tab, Contract Status box click on the edit icon to the right of the status you wish to amend:
2. Edit the order, name or committed / cancelled properties of the contract status
3. Click the save icon to complete editing your contract status.
4. Click the cancel icon if you want to cancel editing your contract status.
You now know how to edit a contract status.
To delete a Contract Status:
1. Click the delete icon to the right of the contract status you wish to remove
2. You will be asked to confirm that you really want to delete the item:
3. Click OK
You now know how to delete a contract status.
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