Creating a Contract
Editing a Contract
Exporting to Excel
Video
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) |
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 |
View; Create; Assign; Approve |
Change Orders |
View; Create; Assign; Approve |
Pay Applications |
View; Create; Assign; Approve |
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.