Contract Room - Tutorials (Portfolio Financials)

Contract Create a Contract Room in Portfolio Financials Download a Bill of Quantities PDF for a Contract in Portfolio Financials Download Contract Documents in Portfolio Financials Edit a Contract in Portfolio Financials Enable Cost Breakdown for a Contract in Portfolio Financials Export a Contract in Portfolio Financials Set Retention for a Contract in Portfolio Financials Share a Contract in Portfolio Financials Unshare a Contract in Portfolio Financials View the Contract Room in Portfolio Financials   Payment Applications Add a Payment Application in Portfolio Financials Add Non-Contract Payment Applications in Portfolio Financials Adjust Retention by Line Item in Portfolio Financials Approve or Reject a Payment Application in Portfolio Financials Delete a Payment Application in Portfolio Financials Edit a Payment Application in Portfolio Financials Send a Payment Application to Accounts Payable in Portfolio Financials Undo the Rejection of a Payment Application in Portfolio Financials

Variations Add a Variation in Portfolio Financials Approve or Reject a Variation in Portfolio Financials Edit a Variation in Portfolio Financials   Teams Add Owner Team Contacts to the Contract Room in Portfolio Financials Add Vendor Team Contacts to the Contract Room in Portfolio Financials Remove a Team Contact from the Contract Room in Portfolio Financials   Messages ​​​​​ Send Messages from the Contract Room in Portfolio Financials