Agreement Creation

Purpose/Overview

The Agreement Manager enables users to efficiently view, create, and manage all lease or agreement records associated with a project. Each agreement record stores detailed information, structured similarly to Parcel Information or Project Details, ensuring consistency across the system.

This feature is designed for users responsible for managing project agreements, helping them maintain accurate records, streamline agreement creation, and ensure all relevant agreement data is centralized. It eliminates the need for manual tracking and improves data organization and accessibility.

Navigation Path:

To access this feature: Project > Agreement Manager > Agreement Information Tab > Agreement Details Panel  

Things to Know:

• Agreement Number is auto generated d by the system but can be edited if required.
• Users can quickly create multiple agreements using the Insert & Add Another option.
• Agreement names can be assigned or modified after creation.
• Dropdown values such as Agreement Type, Status, and Operating Company must be selected during creation.

Key Benefits/Use Cases:

• Use Case 1: Creating New Agreements
  Quickly create and store new lease or agreement records for a project, ensuring all required details are captured in one place.
• Use Case 2: Managing Agreement Records
  View and update agreement details as project requirements evolve, ensuring accurate and up-to-date records.
• Use Case 3: Standardizing Agreement Information
  Maintain consistent agreement data structure across projects, improving reporting and data integrity.

How It Works:

Creating Agreements Individually

Follow these steps to create a new agreement:

Step 1: Navigate to: Project > Agreement Manager > Agreement Information Tab > Agreement Details Panel

Step 2: Click the + (Add) icon to create a new agreement.

Step 3: In the pop-up window:

• Select Agreement Type from the dropdown
• Select Agreement Status
• Select Operating Company
• The Agreement Number is auto-generated
• Modify it if required

Step 5: Click one of the following:

• Insert & Close – Saves the agreement and closes the window
• Insert & Add Another – Saves the agreement and allows adding another

Assigning or Modifying Agreement Name

Step 1: Click the Assign/Modify Agreement Name link

Step 2: In the pop-up window:

• Select a name from the existing entity name dropdown OR
• Enter a name manually in the Name text field

Step 3: Click Submit to save the changes

Related Features/Next Steps:

• Agreement Terms Setup
• CPI-Based Escalation Configuration
• Agreement Overview

FAQ/Troubleshooting:

Q: Can I edit the Agreement Number?
A: Yes, although it is auto-generated, users can modify it if needed.

Q: How do I create multiple agreements quickly?
A: Use the Insert & Add Another option to save and continue adding agreements.

Q: Can I update the agreement name after creation?
A: Yes, use the Assign/Modify Agreement Name option to update it anytime.

Questions?  Contact us!