Creating a ContractEditing a ContractExporting to ExcelVideo
Contract name
Recommended to use Prime or Sub in contract name to keep track if a part of more than one contract. This field is definable by the contract editor.
Currency code
Dropdown select your currency for this contract. All other fields in relation to this contract will be in this currency. Changing the currency in the middle of a project will change all values in previously established forms related to this contract.
Original amount
Original agreed upon contract amount.
Start date
Original Contract start date, date picker field.
End date
Original Contract end date, date picker field.
PCO retainage %
Potential Change Order, retainage percent withheld that is not of original work order (Note: no math at this point of time)
Retainage %
Amount withheld by the owner before the work is completed
Duration unit
Calendar days; Working days (d); Man hours
Original duration
Enter value for number of days or hours contract is to exist total
Contractor organization
The Organization who executes the building/construction.
Contractee organization
The party to a construction contract who is not the contractor, frequently the owner OR a Prime Contractor/CM to a sub-contractor
Purchase order number
Data entry field, not used in other places at this time
Discipline set
CSI 16 Division; CSI 50 Divisions; Not Applicable
Parent contract
No rolling up of data, mostly to define prime and subs
Participants
Name
Type – Contractor; Contractee, defines visibility for all Cost Draft forms such as PCOs, COs, and PayApps
Permission Level (check section below) Add new row
Attachments
Click on Permissions to assign access rights for each Participants.
You can perform the following functions for each section of the Contract -
This Contract
View; Publish
Schedule of Values
View; Create
Workflow forms
View; Create; Assign; Approve
Potential Change Orders
Change Orders
Pay Applications
The option to Administer participant permissions on this contract, enables the user to edit the permissions for other Participants within this Contract.
Note: These Permissions applies only to the selected Contract.
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