Contract Room - Tutorials (Portfolio Financials)

Contract Create a Contract Room in Portfolio Financials Download a Schedule of Values PDF for a Contract in Portfolio Financials Download Contract Documents in Portfolio Financials Edit a Contract in Portfolio Financials Enable Cost Breakdown for a Contract in Portfolio Financials Export a Contract in Portfolio Financials Set Retainage for a Contract in Portfolio Financials Share a Contract in Portfolio Financials Unshare a Contract in Portfolio Financials View the Contract Room in Portfolio Financials   Invoices Add an Invoice in Portfolio Financials Add Non-Contract Invoices in Portfolio Financials Adjust Retainage by Line Item in Portfolio Financials Approve or Reject an Invoice in Portfolio Financials Delete an Invoice in Portfolio Financials Edit an Invoice in Portfolio Financials Send an Invoice to Accounts Payable in Portfolio Financials Undo the Rejection of an Invoice in Portfolio Financials

Change Orders Add a Change Order in Portfolio Financials Approve or Reject a Change Order in Portfolio Financials Edit a Change Order in Portfolio Financials   Teams Add Owner Team Contacts to the Contract Room in Portfolio Financials Add Vendor Team Contacts to the Contract Room in Portfolio Financials Remove a Team Contact from the Contract Room in Portfolio Financials   Messages ​​​​​ Send Messages from the Contract Room in Portfolio Financials