Add access to obligation management from contract repository records

  • Release version: Washingtondc
  • Updated November 5, 2024
  • 1 minute to read

    • As an administrator, add the Obligations tab in contract repository records to manage contract obligations.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Contract > Contracts > All.
    2. Select a contract record.
    3. Right-click the context menu icon Context menu icon and select Configure > Related Lists.
    4. In the View list, select the workspace view that should include the Obligations tab.
    5. Add access to obligation management by moving Obligation from the Available list to the Selected list.
    6. Select Save.
    7. Select Update.

    Result

    The Obligations tab will appear in contract repository records.

    For more information on roles required to work on obligation management, see Components installed with Contract Management Pro.