Create a New Contract Record on the Contract Management Tab

When you create a project record, you may also need to specify a contract if one does not yet exist in your database. If this happens, you can create a new contract record via the Contract Management tab.

If Vision detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To create a new contract record on the Contract Management tab, complete the following steps:

1. On the Contracts grid on the Contract Management tab of the Project Info Center form, click Insert. Vision opens a blank Contract page in a separate browser window. This browser window also displays when you use the Edit feature on the Contracts grid.
2. Enter contract information and specify a unique identifier for the new record. Vision opens a blank Contract page in a separate browser window. This browser window also displays when you use the Edit feature on the Contracts grid.
3. Click OK to save the new record. Vision closes the separate browser window, creates a new contract record, and adds the contract's information to the Contract Management tab.
4. Click Save to save your entries to the Contract Management tab.