FINANCE
Budget Manager
How to create/add a new budget line item
How to add Vendors to a budget line item
How to Lock & Unlock budget
How to set Default List & Cost Codes for Budget Manager
How to enable Mark-up Fee for Budget Line Items
Planner Settings for Budget Manager
How to set Default Apps for CO, Contracts, Invoices, Estimates, Bid, T&M
How to associate Manufacturer & Model Number for Budget Line Item of type Equipment
How to allow / restrict duplicate budget line items for the same cost codes
Bid Manager
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
How to add Bidders
How to Post a Bid
How to respond to a Bid Query
How to Award a Bid
How to schedule a Bid
What are the different statuses of a Bid
Bid Responses
How to acknowledge intent to bid or decline a bid
How to download Reference Files
How to post a Bid Query
How to respond to a Bid / Submit a Bid Response
How to add new items to a Bid Package
Vendor Contracts
How to create a new vendor contract manually
How to verify a system created vendor contract from a bid package
How to add budget line items to a vendor contract
Auto population of vendor details from budget line items / tags
How to set Schedule of Values for vendor contracts
How to setup Billing Schedule for vendor contracts
How to add contract files to vendor contracts
How to Lock & Post a Vendor Contract
How to Route a Vendor Contract for Approval
How to authorize a Vendor Contract
How to update Schedule of Values (Active - Unlocked) for a Vendor Contract
What are the different statuses of a Vendor Contract
Update Vendor Contract for a Change Event (Active Unlocked - Need SOV Update)
Client Contracts
How to create a new client contract
How to modify Contract Details
How to set Schedule of Values for client contracts
How to add contract files to client contracts
How to set Schedule of Values for client contracts
How to setup Billing Schedule for client contracts
How to Lock & Post a client contract
How to Route a client contract for Approval
How to authorize a client contract
How to update Schedule of Values (Active - Unlocked) for a Client Contract
What are the different statuses of a Client Contract
Update Client Contract for a Change Event (Active Unlocked - Need SOV Update)
Vendor Pay App
Create a new Vendor Pay App
Vendor Pay App auto-generated by System
Manual creation of Vendor Pay App
Pay Application Details for Vendor Pay App
Schedule of Values for Vendor Pay App
Adding Lien Waiver to a Vendor Pay App
Edit Vendor Pay App by GC
Edit Vendor Pay App by Sub Contractor
Authorize Vendor Pay App by Sub Contractor
Reject Vendor Pay App by Sub Contractor
Delete Vendor Pay App
Different statuses of Vendor Pay App
Client Pay App
Create a new Client Pay App
Client Pay App auto-generated by System
Manual creation of Client Pay App
Pay Application Details for Client Pay App
Schedule of Values for Client Pay App
Adding Lien Waiver to a Client Pay App
Edit Client Pay App by GC
Edit Client Pay App by Client
Authorize Client Pay App by Client
Reject Client Pay App by Client
Delete Client Pay App
Different statuses of Client Pay App
Change Events
Create Change Event by GC
Modify Change Event Details - Details, Reference Files
Submit Change Event by GC
Authorize Change Event by Client
Reject Change Event by Client
Revise & Resubmit Change Event by Client
System auto-creates new client & vendor contracts for a Change Event
Manually update client & vendor contracts for a Change Event
Update Budget Items through a Change Event
Send Quote Request to Vendors
Vendor Responds to Quote Requests
View & Accept Quote from Vendor
Revise & Resubmit Quote from Vendor
Ignore Quote from Vendor
Client creates a new Change Event
Accept Change Event by GC
Reject Change Event by GC
Revise & Resubmit Change Event by GC
Different Statuses of Change Events
Last Updated: Dec-10-23