View Contract Management documents
Once you link your project to a Contract Management project, you can view Contract Management documents, such as submittals and contracts. See Link your project to a Contract Management project.
- Choose File, Open, then select the project that is linked with Contract Management. Mark the Retrieve Contract Management documents checkbox at the bottom of the dialog box to retrieve Contract Management documents.
This checkbox is available only if your project is linked to a Contract Management project.
- Click OK to open the project.
- Choose Project, Activities, then choose View, Show on Bottom, Activity Details.
- Right-click in Activity Details, then choose Customize Activity Details.
- In the Available Tabs section, select Contract Management Docs, then click the right arrow to add it to the tabs displayed in Activity Details. Click OK.
- Click the Contract Management tab. Select a document, then click View. Then type your Contract Management username and password. The document displays in your default web browser.
Tip
- Click the Refresh button to ensure you are viewing the most current Contract Management documents associated with the selected project.
Viewing Contract Management documents