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FINANCE™ 12

• Budget Manager
• Bid Manager
• Bid Response Manager
• Vendor Contracts
• Client Contracts

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FINANCE™ Settings 2

• Supplemental Contract Files
• Using Blockchain Authentication in FINANCE™

Budgets 18

• Budget Manager Overview
• How to Add a new Budget Line Item
• How to add Vendors to a budget line item
• How to Lock & Unlock budget
• Customize Cost Codes and Cost Types in Budget Manager

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Bid Manager 10

• Bid Manager Overview
• How to Award Bids
• How to create a New Bid
• How to modify Bid Details & Budget Line Items in a bid
• How to add Reference Files to a bid

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Bid Response Manager 6

• Bid Response Manager Overview
• How to acknowledge Intent to Bid or Decline a Bid
• Bid Details and Reference Files
• How to Post a Bid Query
• How to respond to a Bid / Submit a Bid Response

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Estimates 1

• How to Use Estimates

Vendor Contracts 17

• Vendor Contracts Overview
• How to Create a New Vendor Contract
• How to Verify a system created Vendor Contract from a Bid Package
• Contract Details of a Vendor Contract
• How to set Schedule of Values for Vendor Contracts

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Vendor Pay Applications 11

• Vendor Pay Applications Overview
• How to Create a new Vendor Pay Application?
• How is Vendor Pay App auto-generated by System
• Navigate to Pay Application Details for Vendor Pay App
• Schedule of Values for Vendor Pay Application

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Client Contracts 19

• Client Contracts Overview
• How to Create a new Client Contract
• How to modify Contract Details of a Client Contract
• How to set Schedule of Values for Client Contracts
• How to Add Contract Files to Client Contracts

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Client Pay Applications 10

• Client Pay Applications Overview
• How to Create Client Pay Application?
• Pay Application Details for Client Pay App
• Billing Schedule for Client Pay App
• Adding Lien Waiver to a Client Pay Application

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Change Events 12

• Change Events Overview
• Create Change Event
• Modify Change Event Details, Budget Line Items, Reference Files
• Submit Change Event
• Managing Change Event Requests as Client

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Forecasts 1

• How to Add Forecasts