Tutorials

Commitments

• About the Commitments Tool
  • Export a Contracts List to CSV or PDF
  • Manage Rows & Columns in the Commitments Tool
  • Search for and Apply Filters to the Commitments Tool
• Contracts
  • Purchase Orders
    • Add a Related Item to a Purchase Order or Subcontract
    • Create a Purchase Order
    • Delete a Purchase Order or Subcontract
    • Edit a Purchase Order
    • Email a Purchase Order or Subcontract
    • Enable Retention on a Purchase Order or Subcontract
    • Export a Purchase Order or Subcontract to DOCX or PDF
    • View a Purchase Order
  • Subcontracts
    • Add a Related Item to a Purchase Order or Subcontract
    • Approve and Sign a Subcontract
    • Create a Subcontract
    • Delete a Purchase Order or Subcontract
    • Edit a Subcontract
    • Email a Purchase Order or Subcontract
    • Enable Retention on a Purchase Order or Subcontract
    • Export a Purchase Order or Subcontract to DOCX or PDF
    • View a Subcontract
    • View Inclusions/Exclusions on a Subcontract
• Add a Programme of Values to Contracts
  • Add a Line Item to a Commitment's Programme of Values
  • Import a Commitment CSV

Commitment Variations (CCOs)

Configure the Number of Commitment Variation Tiers

• 1-Tier Variations 
  1. Create a Commitment Variation (CV)
• 2-Tier Variations
  1. Create a Commitment Potential Variation (CPV) from a Change Event
  2. Create a Commitment Variation (CV)
• 3-Tier Variations
  1. Create a Commitment Potential Variation (CPV) from a Change Event
  2. Create a Variation Request (VR) for a Commitment
  3. Create a Commitment Variation (CV)
• Other Tasks
  • Add Financial Markup to Commitment Variations

Settings

• Configure Settings: Commitments Tool
• Edit the Advanced Settings Tab on a Commitment

Subcontractor Payment Applications

About Subcontractor Payment Applications

• Payment Application Contacts
  • Add Payment Application Contacts to a Purchase Order or Subcontract
  • Send an 'Invite to Bill' to an Payment Application Contact
  • Accept or Decline an 'Invite to Bill' as an Payment Application Contact
  • Submit a New Payment Application as an Payment Application Contact
  • Revise & Resubmit an Payment Application as an Payment Application Contact
  • Update a Subcontractor BOQ as an Payment Application Contact
• Billing Periods
  • See the Invoicing tool. 
• Subcontractor Payment Applications
  • Create an Payment Application on Behalf of an Payment Application Contact
  • Submit a New Payment Application as an Payment Application Contact
  • Review a Subcontractor Payment Application as an Administrator
  • Revise & Resubmit an Payment Application as an Payment Application Contact
  • Retention
    • Create a Subcontractor Payment Application for the Release of Retention
    • Set or Release Retention on a Subcontractor Payment Application
  • Subcontractor Bill of Quantities (SBOQ)
    • Enable or Disable a Subcontractor BOQ
    • Add a Subcontractor BOQ to a Commitment
    • Update a Subcontractor BOQ as an Payment Application Contact
• Payments Issued
  • Add a New Payment to the Payments Issued Tab of a Commitment
  • Enable the Payments Issued Tab on a Commitment
• Payment Programme
  •   Create a Payment Programme

Integrations