View contract obligations

All users with a contract role can see the contract's obligations on the Obligations tab.

To view contract obligations:

1. Click Contracts on the Main Menu.

   The Contracts Manager Page is displayed.

2. In the Open Contracts section, click the link for the contract you want to view.

   The Contract page is displayed.

3. Click the Obligations tab.

   A list of obligations is displayed, sorted by default in reverse order of their creation. The obligations can be filtered by state, by clicking a link in the Filter list:

   • All

   • by obligation state: Not Started, In Progress, Complete

   • Overdue

     You can filter the list by entering all or part of the obligation title text in the Quick Search box. Click on the box to clear the filter.

     Click the Title of an obligation to view its details and change its state - see View contract obligation details and Update the state of a contract obligation.

     The Initiated By column shows the communication from which the obligation was created (if applicable).

     You can sort the obligations by clicking the column headings and export a list of obligations to Microsoft Excel by clicking the Export button.

     If an obligation is Overdue, the icon is displayed in the first (Overdue) column.