You can add a new contract management type group. These are used to group similar contract management items together, and assist users when they create contract management items for projects.
To add a contract management type group:
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Navigate to the
Workflow Zone.
If the Workflow tab is not visible on the main header bar, click
more to access the additional zones.
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Click the System Actions tab.
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In the Contract Management section, click
Configure Contract Management.
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On the Manage Contract Management Settings screen, in the General Settings section, click
next to Edit Type Groups.
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On the Edit Contract Management Type Groups screen, click
.
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On the Add New Contract Management Type screen, do the following:
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In the
Name field, enter a name for the contract management type group. For example, Requests, NEC3 Items, Submittals, and so on.
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In the
Icon field, select the icon to use for all items under the group. The icon is displayed on the respective tile when users create new contract management items for a project.
-
Click
Add New Type.