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View Commitments

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Objective

To view commitments in your project's Commitments tab. 

Things to Consider

  • Required User Permission: 'Admin' level on the Commitments tool.  'Read only' and 'Standard' users will only be able to view commitments that they have been granted access to via the privacy drop-down menu when editing or creating a commitment." 
  • In order to view a commitment that is marked as 'Private,' you must have 'Admin' level permissions or be added to the drop-down list of the commitment.

Steps

  1. Go to your project's Commitments tab.
  2. You will see a summary of your committed contract totals and a summary of all commitments. 

Change Commitment Views

In the "Views" box in the right pane, you can select one of the following:

  • Summary: This lists a summary of committed contract totals, as well as all subcontracts and purchase orders. 
  • Detailed: This view lists all commitments as well as their details, such as any accompanying change orders or related items. 
  • Recycle Bin: This view lists all commitments that have been sent to your recycle bin.

Search for Commitments

In the "Search commitments" box in the right pane, you can enter a keyword and click Search to search through all commitment titles to find any matches.

Filter Commitments 

You can filter commitments by a number of specifications using the "Filters" box in the right pane. You can then filter commitments by the following:

  • Type: You can filter by type to view either subcontracts or purchase orders.
  • Status: You can filter by status to view either subcontracts, purchase orders, or all commitments by their current status. 
  • Executed: You can filter by execution, which uses the 'Executed' checkbox. 

 

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Last modified
14:34, 17 Mar 2017

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