Creating Subcontracts Manually
If you use an accounting interface with the system, you should not manually create subcontracts.
To manually create a subcontract on the application:
- Navigate to the Create Subcontract Page
From the Subcontracts menu, select Create Subcontract.
The Create Subcontract page displays.
- Select the Select Organization button.
A Select Organization dialog box opens.
- Begin typing in an organization name or other details for a list of matching organizations to display in the dialog box.
- By default, only organizations which operate in the same currency as your project display. You can only invite Subcontractors to participate on a project if your currency matches.
- In the Contract Number field, enter a number to identify the subcontract.
- In the Contract Date field, either enter the date the subcontract should begin, or select a date from the calendar dialog box.
- In the Description text box, enter text to identify the line item.
- (Optional) Select additional contract settings.
- Select the Save button.
The Schedule of Values (SoV) for the subcontract displays.
- Select the cell in the Phase Code column, and then select the Find button.
A dialog box displays.
- In the dialog box, select the line from your SoV to which the subcontract should link.
- The application automatically completes the description field, based on the chosen phase code.
- If you are not using Owner billing, you can link all subcontracts to a single line item.
- In the Contract Amount field, enter the amount to pay the Subcontractor on the project.
- (Optional) Add an additional component.
- Select the Add New Component button.
A new line appears in the table.
- Repeat steps 8 through 10 for the new line.
- Ensure the value of the SoV equals the total value of the contract.
- Subcontractors see each component as separate SoV tables in a contract. The components can include multiple line items.
- Select the Add New Component button.
- Select Save.
- A Status page displays, confirming you successfully created and completed a contract.
- The Subcontractor receives an invitation to accept the subcontract and participate in the project.
Last Published Wednesday, July 10, 2024