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 Adding Segments for Subcontractors for more details.

Project

Optional. 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

Note: Without this setting, on-system Sub-Tiers would need to be added to each period.
See Manage Period Participants for Main Contractors.

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.

See Advance Billing for Prime Subcontractors to learn more about the benefits of this setting.

Promote Subcontractor Billings

Rolls the Sub-Tier's billing into the Subcontractor organisation's Payment Application (including retention).

Tip

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 Payment Application is calculated for retention.

Display Units tick box

Allows units of measure and quantity data to display on all eligible screens

Note: 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 billings are expressed:

Monetary Value

Percent Complete

Quantity.

Retention Settings

Default Retention Lock ON for all New Subcontracts

Control the percentage of retention billable by Sub-Tier Subcontractors and Suppliers

Note: If deselected, the Sub-Tiers are able to change the percentage of billable retention when entering their Payment Applications.