How to Edit a Contract

To edit the details of a contract:

1. Open the Contracts Editor by going to Management on the toolbar and clicking Contracts on the Finance panel of the ribbon.
2. Expand the company of the contract you wish to edit.
3. Select the contract, right-click it and select Edit.
4. There are four tabs:
   • Details 1 – Lets you change the contract description, contract number, start date, end date and back claim periods.
   • Details 2 – Lets you change whether the contract is a main contract or a sub contract, whether the claimed rate may vary from the contract lines, whether the amounts should be adjusted to sub contractor rates, and whether the contract uses delivery contractors
   • Periods – This lets you add, remove and edit the periods for the contract.
     1. Select a period name or date to edit it.
     2. To add a period, click the button and enter the details in the new row which appears.
     3. To delete a period, select it and click the button.
   • Uplifts - This lets you manually set a number of uplift factors if those uplifts are learner-based (rather than aim-based). These can only be applied manually to contracts which are formula funded. If the contract has Products then it is a custom contract and no uplifts can be applied.
5. Click OK when finished.