View contract page

To navigate into the contract’s view page, select the link beneath the contract column of the Contracts tab at the parent asset’s view page. This page is shown in Figure 1 and shows all the information relating to the selected Contracts iconcontract. contract view page

Figure 1 – Contract view page

The  top header area allows you to Edit icon edit, Delete icon delete or Move iconmove the contract; or to add a new Actions icon actionAttachments icon attachment or Comment icon comment, Budget iconbudget or Expenses iconexpense item to this contract. Some details of the contract are displayed just below the top header area such as the contract’s location withing Psoda, it’s category, title, description, vendor and next review date. The rest of the page is made up of a number of tabs or sections (depending on your selected view):

Actions icon Actions

This tab shows an asset listing of all of the actions registered for this contract, as shown in Figure 2.  By default, this table will present you with a number of details about the actions such as it’s reference, description, priority and due date to name a few. If you click on the reference link of the listed action, you will navigate to that action’s view page. From the Actions column of this actions table, you can act on individual actions by Edit iconediting, Delete icondeleting, escalate iconescalating or Move iconmoving the chosen action.action tab

Figure 2 – Contract actions tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the action table. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.

Attachments icon Attachments

This tab shows an asset listing of all of the attachments that have been added to this contract, as shown in Figure 3.  By default, this table will present you with a number of details about the attachments such as the file’s name, attachment type, view the version and access a download link. From the Actions column of this attachments table, you can act on individual attachments by Edit iconediting, Delete icondeleting, Move iconmoving or lock iconlocking/unlock iconunlocking the selected attachment. view page attachments tab

Figure 3 – Contract attachments tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the attachment table or navigate to this same spot to Add iconadd more attachments to this contract. Here, you can also export this attachment list to Excel export iconExcel or CSV export iconCSV files. At the very bottom of this tabbed view, you have the option to add more attachments by utilising the drag and drop functionality to drag the files you wish to upload into the drop box (note that this function works in HTML5 compliant browsers only).

Budget icon Budgets

This tab shows an asset listing of all of the budget groups or budget items that have been added to this contract, as shown in Figure 4.  By default, this table shows the baseline and actual cost details for this budget or group, together with all of the budget items and groups it contains. From the Actions column of this budgets table, you can act on individual budget groups by Edit iconediting, Delete icondeleting, Move iconmoving, Copy iconcopying, link iconlinking, ganttbaselining the chosen budget group or you may have options to add a add subgroupsub-group or add budget itembudget item to the group. You can act on any listed budget items from this same column by Edit iconediting, Delete icondeleting, Move iconmoving or Expenses iconadding an expense item to the selected budget item. budget tab

Figure 4 – Contract budgets tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the budget table or navigate to this same spot to Add iconadd more budgets to this contract, or CSV import iconimport a number of budgets from a CSV file. Here, you can also export this budget list to Excel export iconExcel or CSV export iconCSV files.

Comment icon Comments

This tab shows an asset listing of all of the comments that icon_userusers have made on this contract, as shown in Figure 5.  By default, this table will present you with a number of details about the comments such as, the date that this comment was last updated, who created the comment, the comment itself and any associated tags to name a few. From the Actions column of this comments table, you can act on individual comments by Edit iconediting or Delete icondeleting  the selected comment. view page comment tab

Figure 5 – Contract comments tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the comment table or navigate to this same spot to Add iconadd more comments to this contract. Here, you can also export this comment list to Excel export iconExcel or CSV export iconCSV files.

Contracts icon Details

contract details tab

Figure 6 – Contract details tab

This tab shows additional details of the contract, for example the start and end dates and budget intervals as well as the manager for the contract, as shown in Figure 6.

Expenses icon Expenses

This tab an asset listing of all of the expenses logged for this contract, as shown in Figure 7. By default, this table shows the budget item that this expense item is associated with, the reference, description, date, date of payment as well amount including and excluding tax information. The number of comments and attachments added to an expense item is also indicated in this view. The Actions column of the expenses table provides accessible functions to act on a chosen expense item. These functions include Edit iconediting, Delete icondeleting, Move iconmoving or Copy iconcopying the chosen expense item or adding a Comment iconcomment or Attachments iconattachment to that expense item.

expenses tab budget view pageFigure 7 – Contract expenses tab

A chart at the bottom of this tabbed view will also visually show you the accumulated expenses from the start of this contract.

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the expenses table or navigate to this same spot to Add iconadd more expense items to this contract. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.

History icon History

This tab shows shows some basic history of the contract, as shown in Figure 8.  By default, this tab will present you with a number of details about the contract’s history such as the creation date, creation user, last update date and last update user. If the contract has been changed then this section will also show a table of all the changes that has been made, including the date of each change, the field changed, the value before the change and the user who made the change.view page history tab  

Figure 8 – Contract history tab

Note that you can customise your change table view by clicking the Edit iconedit button at the bottom of the change table. Here, you can also export this list of changes to Excel export iconExcel or CSV export iconCSV files.

 

votes icon Votes

This tab shows shows the voting history for the contract, as shown in Figure 9.  By default, this tab will present you with a number of details about the contract’s voting history such as the vote’s title, transition, when the vote was taken, the vote’s result and any notes associated with this vote to name a few details.   votes tab

Figure 9 – Contract votes tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the table. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.