Which fields in the Main Contracts tool can be configured as required, optional or hidden?
Background
Certain fields in the Main Contracts tool can be configured as required, optional or hidden. For example, if you want to make certain fields required or hide a field that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. See Create New Configurable Fieldsets.
Answer
The table below details which of the Main Contracts tool's default fields can be configured for projects:
Note:
- A GREEN tick
indicates the field can be configured to this setting. - A RED 'x'
indicates the field cannot be configured to this setting. - A field name in GREY italics indicates the field cannot be configured from its default setting.
| Field Name | Required | Optional | Hidden |
|---|---|---|---|
| Actual Completion Date | |
|
|
| Approval Letter Date | |
|
|
| Architect/Engineer | |
|
|
| Attachments | |
|
|
| Contract # | |
|
|
| Contract Company | |
|
|
| Contract Date | |
|
|
| Contract Termination Date | |
|
|
| Contractor | |
|
|
| Default Retention | |
|
|
| Description | |
|
|
| Estimated Completion Date | |
|
|
| Exclusions | |
|
|
| Executed | |
|
|
| Execution Date | |
|
|
| Inclusions | |
|
|
| Issued On Date | |
|
|
| Letter of Intent Date | |
|
|
| Returned Date | |
|
|
| Sign with DocuSign | |
|
|
| Signed Contract Received Date | |
|
|
| Start Date | |
|
|
| Status | |
|
|
| Substantial Completion Date | |
|
|
| Title | |
|
|