Project Home Page Navigation for Main Contractors

Home Page Menus

The Home Page Menu bar shows menus available to the user. Each is a drop-down menu which shows available options. You will only see menus and options available based on user permissions.

See User Permissions List Overview for Main Contractors for more information on user roles and permissions.

Period

Initiate Payment Period
See Initiate Period
Schedule Periods
See Schedule Periods for Main Contractors.

WB/Subcontracts

Subcontract List
See Subcontract List.
Create Subcontract
See Contract Maintenance for Main Contractors.
Edit Work Breakdown
See About Modifying the Work Breakdown.
Setup Payment Application Codes
See Set Up Payment Application Codes.
Edit Code Hierarchy
See Edit Code Hierarchy.
Assign Payment Application Codes
See Assign Payment Application Codes.
View Work Breakdown
See View WB.

Variations

Create Prime Contract Variation
See Creating a Prime Contract Variation.
Create Subcontract Variation
See Creating a Subcontract Variation for Main Contractors.

Project Setup

Project Settings
See Period Settings.
Document Sets
See Document Sets for Main Contractors.
Project Funding
See Edit Project Funding.
Edit Owner's Participants
See Create Project Participants for Main Contractors.
Project Participants
See Create Project Participants for Main Contractors.
User Roles
See User Roles for Main Contractors and Owners.

Project Tools

Generate Document Archive
See Generate Document Archive.
View Document Archive
See View Document Archive.
Period Reports
See Reporting Tool.
Audit Reports
See Audit Reporting.

Compliance

Edit Document Status
See Edit Document Status.
View Document Status
See View Document Status for Main Contractors.
Set Up Compliance Document Requirements
See Set Up Compliance Document Requirements
Edit VAT Invoice Status
See Add Sub-Tier for Main Contractors.
VAT Invoice Tracking
Manage VAT Invoices by Period: Review and update Subcontractor and Sub-Tier status by period number. This link is displayed only if there are periods for a subcontract.
Sub Tier Status
See Updating VAT Invoice Status.
Track Offline Notary: Only available when the you allow the bypass electronic notary workflow on a project. Use the Track Offline Notary page to view and approve the notarised documents submitted by your Subcontractors.

Next: Contract Administration