Once a contract is set up, users with the necessary permissions can view and manage key contract details, budget information, and second-party records. Use this article to navigate the management phase of a contract record.
Prerequisites
Roles: Access to contract records requires specific user permissions.
License: Advanced license required for managing vendor contacts and compliances.
View and Manage Contract Tabs
Follow these steps to navigate through the primary areas of a contract record:
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Select the Summary tab to view high-level information.
Result: You will see outstanding actions and the remaining budget.
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Select the Details tab to access core contract data.
Result: Information such as contract name, number, department, and duration is displayed under grouped sub-areas.
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Select the Second Party tab to view vendor information.
Result: You can access the vendor's record and, if licensed, link contacts and compliances.
Troubleshooting
Missing Second Party tab: This tab is specific to Subcontracts and Standalone contracts; it may not appear for all Head Agreements.
Cannot link contacts: Ensure you have an Advanced license active to use linking features in the Second Party tab.
Restricted access: If tabs are not visible, verify your user permissions with your system administrator.
Limits & Notes
Structural limits: Details are grouped into specific sub-areas like 'Duration' and 'Value' for easier navigation.
What's Next / Related
Manage Contract Registers: Learn how to configure contract registers across functional areas like Legal, Tracking, and Payments.