Adding the Specified WB Option to an Existing Contract

Select the Specified WB setting on an existing contract to make edits and corrections to a Subcontractor's WB.

  1. Access the Edit Contract dialog box from the Subcontract List page or the Contract Maintenance page.
    1. From the Subcontract List page, select the Action icon and select Edit Settings.
    2. From the Contract Maintenance page, select Edit Settings button.
  2. From the Sub WB Option drop-down, select the Specified WB setting.
  3. Select Save Changes.

    A Status page confirms the changes have been saved.

  4. Navigate to the Project Home page and select the the Edit budget link for the subcontract to complete the subcontract Work Breakdown.

    See Enter Work Breakdown for instructions —Follow the same steps to enter the Subcontract WB that are used to enter the Head Contractor WB.

  5. (Optional) While controlling the subcontract WB, consider setting up and assigning progress claim or breakout codes to sort, group, and subtotal lines on future claims.

    See Setup Claim Codes and Assign Claim Codes for guidance.