Work Release Business Processes

Use the Work Release business process to connect to a Master Service Agreement Business Process that is deployed at the company level.

Characteristics

This is a Project-level business process with a workflow, provided in the system template.

Record Statuses

Approved

terminal status

Canceled

terminal status

Rejected

terminal status

Awaiting_Review

non-terminal status

Pending_Approval

non-terminal status

Sent_for_Revision

non-terminal status

Workflow

The default workflow for the Work Release business process is set up in a certain way; however, it may be used differently by your organization. Typically, a user with the necessary permissions can create the record and either move it directly to the end step or send it to others for review or approval. The recipients in the second step can approve or reject the record or send it on to others.

Creating a Work Release Record

Create a Work Release record by navigating to Commitments / Work Release on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab. Act on an existing Work Release task that has been assigned to you from the Tasks log.

Complete the Work Release form and attach related documents, if needed. After completing the form, click Send and select an action in the Workflow Actions list to determine the next step in the workflow. Click Send to route the form to the next assignee.

Note: You must enter a value in all required fields (*) before you can save the form.

  1. Go to your Project tab and switch to User mode.
  2. In the left Navigator, select Commitments, and then select Work Release.
  3. On the Work Release page, click Create. Refer to the tables below to complete the form. You can click Save at any time to save a draft version of the form. Draft versions are stored under Drafts.
  4. To add attachments, click Attach Files on the Attachments tab.
  5. After completing the form, click Send.
  6. On the Workflow Action Details tab, select who should receive this Work Release.
    • If permitted, you can add users to the CC list. These users will receive a notification about this Work Release but are not assigned a task.
    • If permitted, you can adjust task due dates for all users, or set individual task due dates for each assignee.
  7. Click Send.
  8. In the Notification window, review the content and click OK.

    The record moves to the next step in the workflow.

Completing the Work Release Form

Key Information

Key information about this Work Release

Field Name

Access

Description

Reference MSA

Required

Enter the Master Service Agreement contract number and title.

Effective Date

Required

Enter the date this record takes effect.

Title

Required

Enter a title.

Vendor Name

Editable

The name or nickname for this vendor. This field must be unique to each vendor. This name will be the primary way this company is identified in the system.

Work Release Number

Editable

The unique Work Release number, which might come from a corporate financial system

Amount

Read-Only

Amount of this record or line item

Due Date

Editable

Target completion date for this record. A default duration has been set by your administrator but can be overridden here for this record.

Description

Description or scope of this Work Release. This information might appear in any formal printouts.

Field Name

Access

Description

Short Description

Editable

Enter a description of 250 characters or fewer.

Detailed Description

Editable

The detailed information about the short-description field. The field size can be expanded. The business processes selected for auto-creation will copy this detailed description to the destination business process.

MSA Details

Details from the referenced MSA

Field Name

Access

Description

MSA Contract Type

Read-Only

The contract vehicle that is used for the Master Servicers Agreement (MSA)

Priority

Read-Only

Priority of this record

MSA Effective Date

Read-Only

The work release Master Servicers Agreement (MSA) effective date

Contract Completion Date

Read-Only

Target completion date of the contract

Payment Terms

Read-Only

Payment terms (in days) for this contract

Vendor Information

Details of the Vendor for this MSA

Field Name

Access

Description

Legal Vendor Name

Read-Only

Lists the legal vendor name if the vendor name is different from the vendor full legal business name, the vendor has a name longer than 50 characters, or both.

Vendor ID

Read-Only

If Unifier Essentials is integrated with an external system, this field contains the ID that corresponds to the vendor in the external system. Populates based on the selected Vendor. If not integrated with an external system, leave blank.

Vendor a Unifier User?

Required

Indicates whether or not the vendor should be CCed when the contract is approved. CCing the vendor allows the vendor to see the contract, with some restrictions, as well as to access the contract when creating Change Orders, Payment Applications, or other business processes.

Vendor User

Editable

Indicates whether the vendor is a user in the system

Vendor Contact First Name

Editable

First name of the main vendor contact

Vendor Contact Last Name

Editable

Last name of the main vendor contact

Vendor Contact Phone

Editable

Phone number of the main vendor contact

Contact Email

Editable

Contact email address for the main vendor

Vendor Address

Vendor address to be used for this MSA

Field Name

Access

Description

Vendor Address to Use

Read-Only

The vendor address to use for this transaction. By default, the vendor's primary address is used.

Address

Read-Only

The street address, P.O. box, apartment, suite, unit, building, floor, and so on. Do not include the contact's name.

City

Read-Only

City

State/Province

Read-Only

The state or province

State/Province - Other

Read-Only

If selecting a country without defined states, provinces, or regions, this field provides additional information.

Country

Read-Only

Country

Zip/Postal Code

Read-Only

ZIP Code or postal code

Record Information

System information about this record

Field Name

Access

Description

Record Number

Read-Only

System-assigned record number

Status

Read-Only

Record status for a workflow BP record is based on the workflow action preceding the current workflow step.

Creator

Read-Only

Creator of this record

Creation Date

Read-Only

Date that the record was created

Record Last Update Date

Read-Only

Date that the record was last updated

Business Process Record URL

Read-Only

A shareable link to this record, for anyone with the necessary permissions

Project Number

Read-Only

Unique Project Number

Project Name

Read-Only

Name of the project

Currency

If the currency of this Work Release is different from the project currency, specify it here.

Field Name

Access

Description

Transaction Currency

Editable

If there are multiple currencies defined, use this field to specify a currency other than the project currency.

Rate in Project Currency

Read-Only

Exchange rate that will be used to calculate the Project Currency Amount. This will be set after the record is saved, submitted, or sent forward in the workflow. After it is set for a record, it cannot be changed.

Project Currency Amount

Read-Only

This field shows the amount of the transaction, according to the project currency.

Consolidating Line Items

Work Release line items can be consolidated from the following business processes: Work Release

Completing the Standard tab

General

Specify a cost code for this Work Release line item.

Field Name

Access

Description

Reference MSA Line item

Required

Reference the line item from the Master Service Agreement (MSA).

Cost Code

Required

Enter a cost code.

Work Release Details

Cost for this Work Release line item. This can be entered as either lump sum or unit rate.

Field Name

Access

Description

Item Quantity

Editable

Enter the item quantity.

Unit of Measure

Editable

The default unit of measure used for any line items that are added to this record

Item Unit Cost

Editable

Enter the item unit cost.

Amount

Read-Only

Amount of this line item

Description

Description for this Work Release line item.

Field Name

Access

Description

Short Description

Required

Enter a description of 250 characters or fewer.

Detailed Line Item Description

Editable

Enter additional detailed information about the line item description field.



Last Published Monday, April 14, 2025