New Subcontract – Form Layout
Updated
'--- Can't complete because can't add Subcontract 20261019-05
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 s can be created, see see New Subcontract (Initiate).
Creating a new Subcontract
When creating a new Subcontract, the New Subcontract form displays (see Suggested Prior Reading above).
This is help on the layout of the New Subcontract form.
The layout and whether information can be viewed or edited on the New Subcontract form depends on:
- The Permissions the User has been granted on Commitments (i.e. Add or Admin permissions)
For help on navigating the New Subcontract form, see New Subcontract – Form Navigation.
Overview of the New Subcontract Form Layout
The New Subcontract Form is divided into three sections:
- Top section
- Middle section
- Bottom section
The middle section changes depending on what Subcontract Component is selected to display.
The top section and the bottom section don't change for the User.
GOT TO HERE:
Click here for an example of the sections of the form with the General Component displayed for a User with Add permissions for Commitments and View permissions to Commitment Changes Orders or Payable Invoices
Note* Even if a user has at least View permissions to Commitment Change Orders or Payables Invoices, those components don't display nor can be selected during the Add.
Click here for an example of the sections of the form with the General Component displayed for a User with Admin permissions for Commitments and Admin permissions to Commitment Changes Orders or Payable Invoices
Note* Even if a user has at least View permissions to Commitment Change Orders or Payables Invoices, those components don't display nor can be selected during the Add.
Top Section
The top section of the form always displays:
- The Status
- Function Buttons
- Form Navigation Menu Options
The Subcontract number always displays the same, however the other parts on the top section will differ depending on permissions and the Subcontract Status:
Part | Display and Functionality |
Status | If a User does not have Admin permission on Commitments - the Status is set automatically to Draft and is display only and can not be changed. If a User does have Admin permission on Commitments - the Status is a display and drop down. It displays the current Status but it can be clicked on to change the Status. See Subcontract - View/Maintain - Status for more information. Note* The Contracted Company and any other required fields must be entered before the Status can be changed as they are required fields and changing the Status triggers an automatic save. |
Function Buttons | Used to Close the Subcontract form, Save the Subcontract or Save and Email the Subcontract Add Users can:
Admin Users have all the above functionality plus:
|
Form Navigation Menu Options | Are used to display which component is currently selected and to switch between components of the Subcontract that are displayed in the middle section. Add Users can:
Admin Users have all the above functionality plus:
|
the form
the Subcontract
- save the Subcontract and then send an email with a link to the Subcontract informationMiddle Section
The middle section changes depending on what Subcontract component is selected to display.
There are two Components that always display for a Subcontract:
- General (such as the Contracted Company, Title, Description, Dates etc.).
- 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).
- Schedule of Values (the details about the materials, labor or equipment for the Commitment). See Commitment - Schedule of Values (Overview).
Other Components may also be available to display depending on permissions;
- Financial Markups (for the initial Contract). See Commitment - Financial Markups (Overview).
The Component that is currently displayed is highlighted in the Form Navigation Menu Options. The Form Navigation Menu Options are also used to toggle between components displayed. See New Subcontract - Form Navigation for more information.
Bottom Section
The bottom section of the New Subcontract form has the same Functions Buttons as the top of the form, (i.e. to Close the Subcontract form, Save the Subcontract or Save and Email the Subcontract) for easy access as the form may be lengthy.
