Project Contract Configuration Business Process
Use the Project Contract Configuration business process to store contract and payment application default values used throughout the project.
Characteristics
This is a Project-level business process without a workflow, provided in the system template.
Record Statuses
| Status | Resulting State |
|---|---|
| Active | non-terminal |
| Inactive | non-terminal |
Related Processes
The Project Contract Configuration business process might create the following business processes: Not applicable
The Project Contract Configuration business process might be created by the following business processes: Not applicable
Creating a Project Contract Configuration Record
Create a Project Contract Configuration record by navigating to Information / General / Project Contract Configuration on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab. Act on an existing Project Contract Configuration task that has been assigned to you from the Tasks log.
Complete the Project Contract Configuration form and attach related documents, if needed. After updating the form, select Save to update a record and keep it in editable mode, or select Submit if you are done and ready to commit the record.
Note:
You must enter a value in all required fields (*) before you can save the form.- Go to your Project tab, and switch to User mode.
- In the left Navigator, select Information, and then select General.
- In the General log, open Project Contract Configuration.
- Select Edit. Refer to the tables below to update the form. You can select Save at any time to update a record and keep it in editable mode.
- To add attachments, go to the Attachments tab, and select Attach Files
.
- After completing the form, select Submit.
Completing the Project Contract Configuration Form
Change Orders
| Field Name | Access | Description |
|---|---|---|
| Default Change Order Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Change Order form. |
| Change Order - Use Acknowledge Step | Editable | If selected, the system routes the Change Order workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
| Change Order Manager Minimum Approval Threshold | Editable | The Change Order minimum dollar threshold for Level 1 approval |
| Change Order Senior Manager Minimum Approval Threshold | Editable | The Change Order minimum dollar threshold for Level 2 approval |
| Change Order Director Minimum Approval Threshold | Editable | The Change Order minimum dollar threshold for Level 3 approval |
| Change Order VP Minimum Approval Threshold | Editable | The Change Order minimum dollar threshold for vice president (VP) approval |
| Change Order SVP Minimum Approval Threshold | Editable | The Change Order minimum dollar threshold for senior vice president (SVP) approval |
Contracts
| Field Name | Access | Description |
|---|---|---|
| Contract - Default Payment Terms | Editable | The default payment terms (in days) for contracts |
| Create a Notice to Proceed? | Editable | If selected, automatically creates a Notice to Proceed (NTP) upon approval of the Contract. |
| Create a Vendor Evaluation | Editable | Automatically create a Vendor Evaluation business process after the Contract is approved |
| Default Work Retainage % | Editable | The default percentage retained on work or services delivered from the Schedule of Values (SOV) |
| Default Stored Materials Retainage % | Editable | The default percentage retained on stored materials from the SOV |
| Default Contract Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Contract form |
| Contract - Use Acknowledge Step | Editable | If selected, the system routes the Contract workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
| Contract Manager Minimum Approval Threshold | Editable | The Contract minimum dollar threshold for manager approval |
| Contract Senior Manager Minimum Approval Threshold | Editable | The Contract minimum dollar threshold for senior manager approval |
| Contract Director Minimum Approval Threshold | Editable | The Contract minimum dollar threshold for director approval |
| Contract VP Minimum Approval Threshold | Editable | The Contract minimum dollar threshold for vice president (VP) approval |
| Contract SVP Minimum Approval Threshold | Editable | The Contract minimum dollar threshold for senior vice president (SVP) approval |
Vendor Evaluation
| Field Name | Access | Description |
|---|---|---|
| Default Vendor Evaluation Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Vendor Evaluation form |
Payment Application
| Field Name | Access | Description |
|---|---|---|
| Keep Stored Materials | Editable |
If you select Yes, the stored materials will remain in the Materials Presently Stored column until they are moved. If you select No, the stored materials will automatically move to the Work Previously Completed column. |
| Effective Date Calculation Method | Editable | Determines which date will be used to populate the Effective Date field in the line items of a payment. This ultimately determines which period the costs will affect the cash flow. |
| Amount Calculation Method | Editable | Determines which amount (net or gross) will be sent to the cost sheet and cash flow. Net will send the Total Completed and Stored to Date minus retainage (post-retainage). Gross will send the Total Completed and Stored to Date (pre-retainage). |
| Default Payment Application Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Payment Application form |
| Payment Application - Use Acknowledge Step | Editable | If selected, the system routes the Payment Application workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
| Payment Application Manager Minimum Approval Threshold | Editable | The Payment Application minimum dollar threshold for Level 1 approval |
| Payment Application Senior Manager Minimum Approval Threshold | Editable | The Payment Application minimum dollar threshold for Level 2 approval |
| Payment Application Director Minimum Approval Threshold | Editable | The Payment Application minimum dollar threshold for Level 3 approval |
| Payment Application VP Minimum Approval Threshold | Editable | The Payment Application minimum dollar threshold for VP approval |
| Payment Application SVP Minimum Approval Threshold | Editable | The Payment Application minimum dollar threshold for SVP approval |
Record Information
System information about this record
| Field Name | Access | Description |
|---|---|---|
| Record No. | Read-Only | System-assigned record number |
| Status | Required | Status of the project |
| Project Number | Read-Only | Unique Project Number |
| Project Name | Read-Only | Name of the project |
| Record Last Update Date | Read-Only | Date that the record was last updated |
Templates
Templates to use in this record
| Field Name | Access | Description |
|---|---|---|
| Folder Template | Editable | Specifies the folder template to be used on this project that controls the location of BP-specific files in the Document Manager |