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Email a Commitment

Objective

To email a commitment (either a subcontract or purchase order) so a subcontractor or vendor can see the accepted scopes and schedule of values. 

Things to Consider

  • Required User Permission: 'Standard' or 'Admin' on the project's Emails tab.  

Steps

  1. Go to the project's Commitments tab.
  2. Click View next to the commitment you want to email. 
  3. Click the Email Contract button in the right pane.
  4. Fill out the following fields:

    email-commitment2015-05-20_11-56-42.png
    • To: Select users from your directory to forward the email to.
    • Cc: Select users from your directory to carbon copy the email to.
    • Private: Check this box so that only users with 'Admin' permissions and those included in the email can view the email in the Email tab. 
    • Subject: Enter in a subject for the Commitment email.
    • Attachments: Attach any relevant documents or materials. 
    • Message: Type a message for the email recipient with further instructions or additional information. 
  5. Click Send. The email recipient will receive an email with a link to the contract online or can open the contract in a PDF. They will then see the details and the schedule of values for that contract.

 


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