New Subcontract (Overall Steps)
Updated
Suggested Prior Reading
Click here for more information on invoking the add of a new Subcontract
The process to create a new Subcontract differs depending on whether or not both Subcontracts and Purchase Orders can be created in the system (or just one or the other). See Adding New Commitments for more information.
If both Subcontracts or Purchase Orders can be created, see New Commitment.
OR
If only Subcontracts can be created, see New Subcontract (Initiate).
To add a New Subcontract
This help explains how to add a New Subcontract.
This help assumes the New function is already invoked and the New Subcontract form is displayed (see Suggested Prior Reading above).
For more information on the layout of the New Subcontract form, see New Subcontract – Form Layout.
For more information on navigating the New Subcontract form, see New Subcontract – Form Navigation.
Status
When adding a Subcontract, the Status defaults to Draft. This is usually the appropriate status to use during the initial add while information is being entered and details haven't been finalized. See Subcontract – Status for a description of all the Statuses.
For Users with just Add permissions, the Status can not be changed, it default to Draft.
For User with Admin permissions, the Status can be changed during the Add.
- Change the Status if required, see New Subcontract - Status.
Subcontract Components
The General component displays by default during the Add but other Components can be switched to via the Form Navigation Menu Options.
On the New Subcontract form, different components can be displayed in the middle section of the form. By default, the General component displays when the Subcontract is viewed. However, the other Components can be switched to via the Form Navigation Menu Options .
- Enter the General Subcontract information
For overall information on the General Subcontract component, see New Subcontract - General Component (Overview).
To enter the Subcontract information, see New Subcontract - General Component (Examples & Steps). - Create or maintain the Schedule of Values. See Commitment - Schedule of Values (Overview).
- Create or maintain the Financial Markups if required. See Commitment - Financial Markups (Overview).
Save the Subcontract
- Click the Save
button (at the top or bottom of the form) to save the Subcontract.ORClick here for more information on the Save function.
This saves the Subcontract including any information on the General, Schedule of Values and Financial Markups Components.
This Commitment List displays. See Next Steps below.
Click the Save & Email
button (at the top or bottom of the form) to save the Subcontract and email it.ORClick here for more information on the Save and Email function.
This saves the Subcontract including any information on the General, Schedule of Values and Financial Markup components and sends an email with a link to the Subcontract in JobPlanner. The Email Subcontract form displays, see Email Subcontract.
Click the Close
button (at the top or bottom of the form) to close the form without saving the Subcontract.Click here for more information on the Close function.
If no information was changed or entered, the Commitments List displays, see Next Steps below.
If information was changed, then an additional prompt displays indicating there were changes and additional prompts on what to do.
Click the Cancel
button to cancel the Close action and return to the New Subcontract form (see the steps above)
OR
Click the Don't Save
button to cancel changes to the Subcontract. The Commitment List displays, see Next Steps below.
OR
Click the Save
button to save the Subcontract including any information on the General, Schedule of Values or Financial Markups components. The Commitment List displays, see Next Steps below.
