How to Manage Contracts in Capexplan

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.