Creating a Contract
Editing a Contract
Exporting to Excel
Video

Creating a Contract

1. To create a new Contract, go to Cost module, Contract’s tab, and select + Create contract.
   
   
   
2. Enter the essential information about the Contract.
   
   
   Refer to the table below for more details on each field -

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	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.

3. At this point, the Contract can only be Saved as draft.
   
   
   You can check the Status of each Contract on the main page.
   

4. You can click on Contract # to open the details page and see all relevant information about the Contract.
   
   
   

Editing a Contract

1. You can only edit a Contract if the Status is Draft. To edit the required details, open the Contract by clicking on Contract #, and select Edit from the top-right corner of the page.
   
2. After editing, you have the option to either Publish or Deactivate.
   
   
   
3. Select Publish. At this point you will have the ability to upload Schedule of Values (SoV) against the published Contract. Going back inside the Contract details view, you can Return to Draft or Deactivate the Contract.
   
   
   
   
   Note: Uploaded SoV will remain even if you change the status of a Contract to Draft or Deactivate. It’s possible to upload additional line items to the SoV, however, you cannot create Potential Change Orders (PCO) or Change Orders (CO) against it.
   
   

4. You can still add additional Participants on a Published Contract by clicking on Edit participants on the top-right corner of the page.
   
   
    
   
   

Exporting to Excel

1. You can choose to display additional data within the Contracts, by expanding and checking on Column Manager icon.
     

2. Only the displayed columns will get exported to Excel, which you can do so by clicking on  icon.
   
   
   The Excel output will look as following -
   
   
   

Video
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