Managing contracts in Capexplan involves creating, editing, and viewing contracts, as well as managing contract templates. This article provides step-by-step instructions for these tasks to help users efficiently manage their contracts.
- From the dashboard, go to the Manage menu.
- Select Contracts.
Create/Edit Contracts
- Choose a template name from the dropdown menu to load an existing template.
- Click Load Template to load the selected template for editing.
- Modify the contract fields as needed. After making the necessary changes, save the contract to update the records.
View Contracts
- Select the entity or group from the dropdown menu, e.g., “Almiranta 1”.
- Check the box to include all dependents if needed.
- Choose the specific contract you want to view from the list of contracts.
- The details of the selected contract will be displayed, allowing you to review the contract information.
Manage Templates
- Navigate to the Templates section.
- Select the field type you want to add from the dropdown menu.
- Provide a label for the new field.
- Enter the size for the new field, if applicable.
- You can edit or remove existing fields by clicking the corresponding link.
- Select and add the necessary fields to the template.
- Save the contract template for future use.
