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:
- Dollar
- Percent Complete
- Quantity.
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.
Last Published Wednesday, July 10, 2024