Approve a Main Contract

Objective

To change the status of a main contract for a construction project to 'Approved.'

Background

After the main contract is created, you can follow the steps in Update the Bill of Quantities on a Main Contract. Once the line items on the BOQ are complete and the agreement between the project owner and your company is finalised, you can place the contract into the Approved status. This action allows your project team to begin creating variations (see Create a Main Contract Variation), main contract payment applications (see Create an Owner Payment application) and payments issued (see Create a Payment Issued).  

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Main Contracts tool
• Additional Information:
  After you complete the steps below, your project team can then perform the following tasks:
  • Create a Main Contract Variation
  • Create an Owner Payment Application
  • Create a Payment Received for a Main Contract

Prerequisites

• Create a main contract. See Create Main Contracts.
• Update the main contract's Bill of Quantities (BOQ). See Update the Bill of Quantities on a Main Contract.
• Confirm that all parties to the main contract are in agreement prior to changing its status to 'Approved.' 

Steps

1. Navigate to the project's Main Contracts tool.
2. Locate the main contract to work with. Then click its Number link. 
3. Click the Edit button.
4. Under General Information, choose Approved from the Status drop-down list.
   
   
    
5. Click Save or Save and Email.

Next Steps

• Create a Main Contract Variation
• Create an Owner Payment Application
• Create a Payment Received for a Main Contract

See Also

• Create Main Contracts