HowTo:Construction Contract/Project Setup

Construction Contract / Project Setup

Adding a Contract / Project

Menu Location: Contracts(the last contract entered is displayed)

Main Tab

1. Click from the Toolbar

2. Enter general contract information in top section

• Customer Contract # - auto-numbered
• Enter Contract Type
• Enter Estimate #
• Enter Contract Amount
• Enter Markup Amount
• Enter Contract Owner
• Enter Customer # if known
• Enter Contract Name
• Enter Site Address & Phone
• Enter Contract/CO Manager
• Enter Scope of Work (this is free text and you may use ¶)
• Enter Geo Location information

3. Enter Contract Billing Information

• Enter Company Name
• Enter Address
• Enter AP Phone
• Enter Customer PO #
• Enter Sales Tax Key
• Enter Tax Exempt # if known
• Enter Union Number
• Enter Holdback Percentage

4. Select the appropriate Flags

• Owner Controlled Ins
• Certified Payroll
• Waiver of Lien
• Sworn Statement
• Bond Required
  • Enter Amount of Bond & Bond Paid By
• AIA Form
• Insurances Required
• Liquidated Damages

5. Enter Key Dates / Other

• Enter Starting Date
• Enter Completion Date
• Enter Billing Day of Month
• Enter Warranty Period
• Enter Record Retention

6. Buttons

• COs
• Work Voucher