Maintaining Agency View Associations with Contracts

For agency views associated with the Contract entity, you can view and maintain associations with one or more contracts on the Agency View Associations to Contracts component. You can access the component by navigating to the Agency View Overview, locating the row for an agency view associated with the Contract entity, and selecting Agency View Associations from the row Actions menu.

Each row represents an association between the agency view and a contract. Each row includes an Actions button and current values in these fields:

You can modify values in the status and date fields to indicate the status of an association.

Click in a field and add, change, or delete information as needed.

To add an association between the agency view and a contract, click the Select Contracts button. In the modal window, select the contracts you want to associate, and then click the Add to Agency View button. To save your changes, click the Save button.

To delete an association between the agency view and a contract, select Delete from the Actions menu on the contract row. To reverse the delete action, click the Undo button. To save your changes, click the Save button.

To view or maintain additional information for an associated contract, click the Contract link in the appropriate row, or select Open from the row Actions menu. The system takes you to the Contract Progress Summary (see Maintaining Contract Progress for more information).

Related topics:

Working with Agency Views

Maintaining an Agency View

 

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