Working With the Subcontract List Page for Subcontractors
- +Add Button: Create a new subcontract manually. See topic Create Subcontracts Manually.
- Complete Tab: Choose this tab to see subcontracts that have been sent to a Subcontractor.
Note: A complete contract has been assigned to a Subcontractor. It may not be accepted by the Subcontractor yet.
- Incomplete Tab: Choose this tab to see subcontracts that have not been sent to a Subcontractor. Incomplete subcontracts either: have not been assigned to a Subcontractor organisation, or have not been linked to a line item in your work breakdown. Project Managers will see a task for each incomplete contract on the Budget section of Project Tasks.
- Reset Filters: Resets the filter values.
Column Settings icon: Select the columns you want to display/hide in the table. You can filter, move, and remove the columns displayed on the table.
Action Icon: Appears in the first column of each line of the table. Select the gear to display a drop-down list of links. Available links include:- Edit Settings: Select to modify subcontract settings.
- Edit Budget: Select to modify the contract or components from the Contract Maintenance page.
- View WB: View the Work Breakdown for the subcontract.
- Subcontracts by Organisation: View a list of contracts shared between your parent organisation and the listed organisation. These subcontracts span across all projects in which your organisation has invited the listed organisation as a Subcontractor.
(Contract Maintenance): Select to navigate to the Contract Maintenance page.- Table Columns:
- Number Column: Choose the contract number to see the Contract Status page. Select the arrow in the column to expand the column. When expanded, you will see additional information about the subcontracted line, including each component on the contract and how it is assigned to your work breakdown.
- Organisation Column: Choose the Organisation heading to sort the Subcontract List alphabetically by Subcontractor. Choose an organisation's name to see the View Organisation page for that Subcontractor.
- Vendor ID Column: A Vendor ID is an identification number assigned in an accounting package to identify the Subcontractor.
- Organisation Lookup: Look up an organisation. When entering an organisation's name, a list of matching on-system organisations displays. Select an organisation to see the Subcontracts by Organisations page display all contracts with them.
- Create New Subcontract: Select the Create New Subcontract link to navigate to the Contract Maintenance page to create a new subcontract.
- Complete Subcontracts Tab: Choose this tab to see subcontract details for contracts that have been completed. A complete contract has been assigned to a Sub-Tier. It may not be accepted by the Sub-Tier yet.
- Incomplete Subcontracts Tab: Choose this tab to see subcontract details for contracts that have not been completed because they were either not assigned to an organisation (a Sub-Tier Subcontractor or Supplier) or are missing an item number of line item detail. Project Managers will see a task for each incomplete contract on the Budget section of Projects Tasks.
- Hide/Show Column: Choose the + sign to see the line item details for a subcontract. Choose the − sign to hide the line item details for a subcontract.
- Contract Column: Choose the contract number to see the Contract Status page.
See Contract Status for Subcontractors. Select the Edit link to make changes through the Contract Maintenance page.
- Action Column:
- View WB: Choose the View WB link to see the Work Breakdown.
- Manage WB: If the contact is using the Specified WB setting, hover over the Manage WB link to see options:
- Organisation Column: Choose the Organisation heading to sort the Subcontract Listing alphabetically by Subcontractor. Choose an organisation's name to see the View Organizasion page for that Subcontractor.
- Contract Date Column: The date the contract was created. Choose the Contract Date heading to sort the Subcontract Listing by date.
- Item Column: A budget line item connected to your Work Breakdown (WB).
- Description Column: The description of the subcontract. If Show is selected, then the column will display the description for that line item.
- Vendor ID Column: A number to identify the Sub-Tier.