Reassigning Contracts

As a Project Manager, you can reassign a contract before a Subcontractor accepts it on the system. For example, you can reassign a contract if it is linked to a duplicate or incorrect organization.

To reassign a contract:

  1. Access the Edit Contract dialog box from the Subcontract List page or the Contract Maintenance page.
    1. From the Subcontract List page, select the Action icon and select Edit Settings.
    2. From the Contract Maintenance page, select Edit Settings button.
  2. Select the Reassign Organization button.

    An organization field opens.

    Note: The Reassign Organization button does not appear on accepted contracts. If an organization already accepted a subcontract, you can delete a subcontract.

  3. Use the auto-complete feature to select an organization. If a name does not appear in the drop-down list, you may need to send an invitation for that organization to use the system.

    See Invite Organization for instructions and tips.

  4. Select Save .

    A Status page confirms the changes have been saved, and an email notification is sent to both the new and the removed organization.

    Notes:

    • The contract will save with an incomplete status if you save after you remove an organization without adding a new one or add an off-system organization.
    • Failing to save changes returns the contract to its original state.

See Contract Fields and Settings for information on other settings available on the Contract Maintenance page.