Click on a relevant link below to continue:

It can be created by users in Project Manager role by going to 'Project Forms' or 'Contracts' area as applicable.

Expand the 'A. Contract Information' group and select '00 Section Distribution Group' type.

Click on '+ Create Form' to create a new '00 Section Distribution Group'.

This form is used by Project Manager for defining the distribution group based on the contract sections. Below is a description of the available fields:

B1. Contract Search - To use the search options available - contract code and contract description - to search the contract for which section distribution group is to be defined. This would be specifically helpful in cases when you have a long list of contracts and you need to filter out the required contract from the list.

B2. Contract - To select the contract for which section distribution group is to be defined. You cannot proceed further with this form without selecting a contract. Based on the contract selected, some of the information may get auto-filled in the form.

A setup once created for a contract can be edited using the Edit ORI function and will not be available for selection again.

B3 Section

To select the section applicable in the contract for defining the distribution group. Click here for detailed help on contract sections.

B3.1 Form Name

Select a form name for defining the distribution group.

B3.2 Distribution Group

Select a distribution group for the corresponding form name. Click here to learn more about distribution groups.

B3.3 Lock Distribution

Select this checkbox if distribution is to be locked for corresponding form name.

B3.4 Add a New Form

To define distribution group for additional form names, you need to click on 'Add a New Form' option available at bottom left of this form section. It will add a new row wherein you can define a distribution group for additional form names.

B3.5 Add New Section

To define distribution group for additional contract sections if required. It will populate option to select additional sections and further option to add form names and define distribution groups for them or lock distribution if required.

B4 Include Contract Wide Distribution?

To include contract wide distribution or not.

B5 Distribution Guidance Notes

Enter notes for distribution guidance if any.

Once you have entered the required details, click 'Send' button to save / submit the details.

In case you plan to edit and submit later, use the 'Save Draft' button to save the details as a draft. In such a scenario, you have an option to get the draft message reviewed by some other user by assigning them 'Review Draft' task. Users who are added as 'Draft Only' members in the contract management team will only be able to save the form details as a draft and cannot 'Send' the form.

Click 'Cancel' if you want to entirely cancel the form under creation. Clicking on 'Cancel' will prompt the user to confirm once again as any unsaved data in the form under creation will be lost forever once it is cancelled.

Click here for detailed help on how to edit an existing form draft.

To open an existing '00 Section Distribution Group' form for viewing, click on the form title from relevant listing area. The form will open in view mode as shown below.

Click here for detailed help on Form Viewer Options.