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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. Navigate to the project's Commitments tool.
    This reveals the Commitments page. 
  2. You will see a summary of your committed contract totals and a summary of all commitments. 

    For companies that have enabled the ERP Integrations tool to work with an integrated ERP system, color-coded icons appear to help you quickly identify the state of the data. 

    Icon Color Definition
    OLIVE Data has been retrieved from the ERP Integrations tool. 
    OR
    Data has been rejected in the ERP Integrations tool by an accounting approver.
    GREEN Data is synced with a third-party ERP system.
    BLUE Data been sent to the ERP Integrations tool for acceptance by an accounting approver. 

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
14:14, 6 Jun 2017

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