Contracts List

Setup required before use	Who Can Use It?	Where Is It?
Contract types Contract folders	User Assist. Project Manager Project manager Director Administrator System Administrator	Contract Admin

• Contract costs are stored by a lump sum or a detailed contract breakdown.
• Variation requests, all quotes and variation approvals .behind the contract sum of adjustments.
• Progress claims, adjustments and payment approvals, and issue payment certificates and certificates of practical completion.
• Security retention, and retention release details.
• Requests for information and issue contract instruction documents.
• Defects and issue defect notices.
• Customise the working calendar, and update adjustments of time to change the contract completion date.

• Store the contact phone and email address details for all external parties involved in the contract.
• Use Synergy document templates to create contract documents. i.e. RFI's or Contract Instructions.
• Store the contract documentation and emails in the Synergy document library.

Click the New button in the toolbar to add a new Contract record. Learn more about creating contracts in the new contract step by step guide.

Use the 'Pin this Contact' button in the toolbar to create a list of your favourite or most used Contracts.

Mark the contract as Pinned by:

1. Highlight the contract row in the list.
2. Click the Pin this Contact button in the toolbar.
3. Repeat this for each contract that should appear in your 'Pinned' contracts list. These are your favourite contracts.
4. Or hold the CTRL key and click into the Pinned column to add the pin indicator to the row.

When the contract has been completed you may require to remove it from your Pinned contracts list. The Pinned contracts list contains a list of your favourite contracts. Remove a contract from your Pinned list by:

1. Highlight the contract in the list.
2. Click the 'Remove pin' button in the toolbar.
3. Repeat this step for each contract you want to remove from your Pinned List.
4. Or hold the CTRL key and click the Pinned column on each row your want to remove.

Use the Contract Summary button in the toolbar to view a quick summary of the details of this contract. Learn more about the Contract Summary.

The contract summary is used to get a quick snapshot of the overall contract progress, and view a summary of the Practical completion date, Contract Sum, Progress Claims, Contract Security, and Liquidated damages and amounts owning details.

Use the Contract Folder button in the toolbar to open Windows Explorer to the Contract documents folder. This is the location specified on the General tab of the Contract. Browse the files that have been saved for this Contract using Windows Explorer.

Learn more about the Contract Folder Settings or the Contract Document Management options.

Update the overall contract status, and update the contract breakdown items status using the 'Change the contract status' button in the toolbar. Learn more about the contract status options.

Type a keyword into the search contracts box in the toolbar, and click the button to run the search. Or press the enter key to start the search.

Contracts List will be updated to only show the contracts that match your keyword.

The filter is located in the top right corner of the list. Select one of the following list filter options:

1. AllAll contracts entered into Synergy are shown.
2. ActiveOnly contracts that are marked as 'Active' on the Contract general tab are shown.
3. Not ActiveOnly contracts that are marked as 'In active' on the Contract general tab are shown.
4. In ProgressOnly contracts that are at 'In Progress' status are shown.
5. Practical CompletionOnly contracts that are at 'Practical Completion' status are shown.
6. Final CompletionOnly contracts that are at 'Final Completion' status are shown.
7. DraftOnly contracts that are at 'Draft' status are shown.
8. PinnedOnly contracts that have been marked with a Pin are shown. These are your favourite or most used Contacts.
9. SearchThe advanced search window opens allowing you to search within one of the following contract fields: Contract #, Title, Project #, Project Name, Owner, and Sub Contractor. Enter the keywords into the search fields and click the Search button.

Export the data from the list in either MS Excel® format or using Synergy reports. Use the Synergy report option if you want to create a PDF file with the list data, or email the list data to a Synergy staff member or contact.

1. Pinned NEW 4.8.7The Pinned image is shown for each of your favourite or most used Contracts. If this field is blank then the contract is not part of your pinned contracts list.Use the 'Pin this Contract' or 'remove pin' buttons in the toolbar to update which contracts are marked as your favourites.
2. Contract NumberThe contract number is shown. When creating a new contract this defaults to be the same as the project number, but can be amended.
3. Project NumberThe project number that the contract is linked to is shown.
4. OfficeThe Office location that the Project is linked to is shown. This feature is only available in a multi office environment for Synergy Enterprise clients.
5. TitleThe contract title entered on the general tab of the contract is displayed.
6. StatusThe current status of the contract is shown. Learn more about Contract status options.
7. OwnerThe contact/personnel name that is marked as the 'Owner' on the general tab of the contract is shown.
8. ContractorThe contact/personnel name that is marked as the 'Contractor' on the general tab of the contract is shown.