Articles on: Steer New: Contract Management

Editing a Contract

Last Updated: August 15, 2024

Editing your Contract



Keeping your contract up to date is crucial for ensuring clarity and accuracy in your project arrangements. Whether you need to adjust the Contract Information, update Payment Terms, or revise the Scope of Work, this article will guide you through the process

To start editing your contract, follow the instructions below.

Go to your Project and click Contracts


Fig.1: Project Section


Click the project’s existing Main Contract. A pop-up form will appear displaying the information of the Main Contract.


Fig.2: Contract Section



Click Edit button, to change the details.


Fig.3: Contract Information Edit






You will be redirected to the Contract Information, where you can modify the information entered during the creation process.

Fig.4: Contract Information



You can uncheck or check Main Contract.
Make sure that you don't have any existing Main Contract
Fig.5: Contract Information Checkbox



In the Payment Terms, you can make changes and enter a new value and data to Down Payment, Retention, and Add Row to Progress Billing
Fig.6: Payment Terms


In the Scope of Work section, you can reimport a file. To save all changes made, click Save.
Fig.7: Scope of Work



Managing Payment Terms
SOW Setup
Creating a Main Contract
Adding a Contract

Need more help? Send us an email at cs@steerplatform.com, or send us a message on the chat widget.

Updated on: 26/09/2024

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