Creating a New Specified Billing Contract

To add the Specified Billing setting to a new subcontract so you can create and edit progress claims for the Subcontractor:

  1. Create the Head Contractor Work Breakdown (WB).

    To prevent the subcontract from auto-completing, create at least two line items in the Head Contractor WB.

  2. Create a new subcontract. See topic Creating Subcontracts Manually.
  3. Select the Use Specified Billing setting.
  4. Select the Save button.

    Status page confirms the contract has been created. The Subcontractor must accept or decline the subcontract to participate on the project.