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

Contract Rates Tab

1. Per Diem Rate Included in Rate
2. Per Diem Rate Amount
3. Travel Rate
4. Travel Turnaround Amt
5. Allowance Rate
6. Labor Markup %
7. Material Markup %
8. Rental Equipment Markup %
9. Subcontractor Markup %
10. Service Rates

• Position
• Shift
• Regular / Overtime / Double-time Rates

11. Equipment Rates

• Equipment #
• Description(autofill)
• Hourly / Daily / Weekly / Monthly Rates

Change Orders Tab(displays Change Orders related to Main Contract)

1. Change Orders Table

• Contract #
• CO #
• Contract Type
• Contract Name
• Contract Amount
• Main Contract
• Change Orders
• Total
• Add Change Order Button

Categories Tab

1. Enter Service Contract Types

• Service Provided
• Application
• Trade
• Industry
• Contract Type
• Customer Type
• Site Location

Roles / Contacts Tab

1. Enter Contacts related to Contract / Project

• Click on the Toolbar
• In the Contacts grid area, click
  • Enter Last Name and select contact record if match appears in list
  • If there is no match, then click
    • Click to Save the Person name as entered
    • Click to navigate to the Person Screen to edit