New Subcontract (Initiate)

Updated 5 days ago by Customer Service

Suggested Prior Reading

Commitments List - Accessing

Commitments List - Layout

Things to do before you add a Commitment

Adding New Commitments

New Subcontract

This is help for adding a new Subcontract when only Subcontracts (not Purchase Orders) can be created. See Adding New Commitments for more information.

This is help for adding a new commitment when only Subcontract (not Purchase Orders) can be created.

To Add a New Subcontract

1. Access the project, see Project - Accessing.
2. Access the Commitments List, see Commitments List - Accessing.
   For more information on the layout of the Commitments List, see Commitments List - Layout.
3. Click the New Subcontract button.

Click here for an example for a User with full functionality and permissions

Click here for an example for a User with Add permissions

The New Subcontract form displays.

More Information

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.

Next Steps

For overall steps for adding a new Subcontract, see New Subcontract (Overall Steps).

For information overall about the General Component on the New Subcontract form, see New Subcontract - General Component (Overview).

To enter the general information about the new Subcontract, see New Subcontract - General Component (Examples & Steps).

To create the Schedule of Values, see Commitment - Schedule of Values (Overview).

To create Financial Markups, see Commitment - Financial Markups (Overview).

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