To add a PPM Task onto a Contract, the first step is to locate the Contract that the PPM Task should be added to. Once the Contract is located, on the PPM Tab, using the "Edit Actions" button in the top right corner of the screen, select the "Add PPM... Read More
Contract Scenarios
To add a Building onto an existing PPM Task, locate the Contract that the PPM is associated with. This is best performed using the Contract Search: details here Once the Contract has been located, check that the Building is on the Contract by... Read More
To create a new Contract, the first step is to either create an SRA, or locate the SRA that the Contract should be based on. All Contracts must originate from an SRA. To find the SRA, use the SRA Search function by following these steps. Once the... Read More
To remove a Building from an existing PPM Task, locate the Contract that the PPM is associated with. This is best performed using the Contract Search: details here Once the Contract has been located, select the PPM tab and locate the PPM Task the... Read More