Project Settings Overview for Subcontractors

Project Information

Segment ID

Indicates the Segment responsible for the project. You may not see this setting because you need to set up segment functionality during the account setup process.

See Creating a Segment for Subcontractors for more details.

Project

Identifies a project. This optional number may appear on Sub-Tier subcontract documents.

Project Settings

Select settings that will apply to all contracts between your organization and Sub-Tier Subcontractors or Suppliers.

All subcontractors included in draws by default

Automatically include Sub-Tier Subcontractors and Suppliers in any new draws to which the Prime Subcontractor is invited. Without this setting, on-system Sub-Tiers would need to be added to each draw.

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 Overview for Prime Subcontractors to learn more about the benefits of this setting.

Promote Subcontractor Billings

Roll the Sub-Tier's billing into the Subcontractor's invoice (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 invoice is calculated for retention.

Display Units

Allow units of measure and quantity data to display on all eligible pages. When you use the Display Units setting, all Sub-Tier subcontracts are eligible to manage unit related information, including adjusting unit and quantity columns. Contact an Oracle administrator if you need to use this feature.

Promotion of Approved Subcontractor Billings

Select how Subcontractor billings are expressed.

Retention Settings

Choose retention settings for all Sub-Tier contracts. The type of retention held—line or contract level—depends upon project settings chosen by the General Contractor.

Line Item Retention

Holds retention against individual invoice lines; enter a default retention percentage to hold against each invoiced line item.

Contract Level Retention

Holds retention against a total billed amount; enter stepped retention and an override value.

See Setting Up Contract Level Retention on a Project for more information.

Default Retention Lock ON for all New Subcontracts

Control the percentage of retention billable by Sub-Tier Subcontractors and Suppliers. If deselected, the Sub-Tiers can change the percentage of billable retention when entering their invoices.