Project Settings Overview for Subcontractors

Select settings that will apply to all contracts between Subcontractors and Sub-Tier Subcontractors or Suppliers.

Segment ID

Indicates the Segment responsible for the project.

Don't see this setting? It is selected during account setup. See Creating Segments for Subcontractors for more details.

Project Number

Identifies a project. This number may appear on Sub-Tier subcontract documents

All subcontractors included in periods by default

Automatically includes Sub-Tier Subcontractors and Suppliers in any new periods to which the Prime Subcontractor is invited. Without this setting, on-system Sub-Tiers would need to be added to each period.

See Manage Period Participants for Subcontractors.

Advance Billing

Allows the Prime Subcontractor to bill for more than 100% on a subcontract component, or to bill a negative percent complete on self-performed work

Promote Subcontractor Billings

Rolls the Sub-Tier's billing into the Subcontractor organisation's progress claim (including retention). Avoid using this setting if Sub-Tier retention is held at a different rate. When the Promote Subcontract Billings setting is not selected, the whole Prime Subcontractor progress claim is calculated for retention.

Display Units tick box

Allows units of measure and quantity data to display on all eligible pages. When Display Units is selected, all Sub-Tier subcontracts are eligible to manage unit related information, including adjusting unit and quantity columns.

Promotion of Approved Subcontractor Billings

Select how Subcontractor claims are expressed:

Retention Settings

Default Retention Lock ON for all New Subcontracts

Control the percentage of retention claimable by Sub-Tier Subcontractors and Suppliers. If deselected, the Sub-Tiers are able to change the percentage of billable retention when entering their progress claims.