View/Add/Edit Subcontract - Form Layout and Navigation
Updated
View/Add/Edit Subcontract - Form Layout and Navigation
Suggested Prior Reading
Add a Commitment
View or Edit an existing Commitment
Overview
The View/Add/Edit Subcontract Form is where Subcontracts are viewed, added, edited or deleted. Subcontract Change Orders and Subcontract Invoices are also maintained from this form.
The Subcontract View/Add/Edit form can be accessed from different places as outlined in the Suggested Prior Reading.
The Subcontract View/Add/Edit form has the following main sections;
Form header - if a new subcontract is being added displays “New Subcontract” or if an existing subcontract is being viewed or edited, displays the Subcontract number.
Status and Form Navigation Menu - Below the Form Header is a row that displays the Status (and where the status can be changed). This row also displays the form navigation menu options. The text menu options vary depending on whether this is a new Subcontract being created or an existing one being edited and what the status is:
Form Navigation Menu Options
General – This is always visible and is the default form that shows. It contains all the general information such as Description/Note and Contract Dates and is where that information can be viewed and maintained.
Schedule of Values - This is always visible and is where the detailed Subcontract line items are viewed and maintained.
Change Orders - If this is an existing Subcontract that is being viewed or edited, the Change Orders menu option appears. This is where all the Change Orders specific to this Subcontract can be viewed and managed.
Invoices - If this is an existing Subcontract and it is in an approved status, an Invoices menu option appears. This is where all the Invoices specific to this Subcontract can be viewed and managed.
The menu options may appear with a () and a number next to it. This is the number of items in that section.
The status can be changed directly from the drop down. For more information on the statuses see Subcontract - Status.
Steps
Click on the Navigation menu text to toggle between the different forms. The currently selected form will have the text highlighted in blue.
Change or Set the Subcontract Status
View/Add/Edit Subcontract - General Information
View/Add/Edit Subcontract - Schedule of Values
View/Add/Edit Change Orders for the Subcontract
View/Add/Edit Invoices for the Subcontract
Delete the Subcontract
See Also
Purchase Orders
Direct Costs
Adding an Unbudgeted line item to the Budget
