Main Contracts - Tutorials

Main Contracts

• About the Main Contract Tool
• Create Main Contracts
• Create a Payment Received for a Main Contract
• Update the Bill of Quantities on a Main Contract
• Edit a Main Contract
• Approve a Main Contract
• Email a Main Contract
• Export a Main Contract
• Export a List of Main Contracts
• Delete a Main Contract
• Manage Rows & Columns in the Main Contracts Tool
• Search for and Add Filters to Main Contracts
• View Main Contracts
• View the Change History of a Main Contract

Variations

• Configure the Number of Main Contract Variation Tiers
• Add Filters to the Variations Tab on a Main Contract
• Create a Commitment Variation from a Main Contract Variation
• Add Financial Markup to Main Contract Variations
• Record Changes to Production Quantities on a Potential Variation for a Main Contract
• Remove a Variation from a Main Contract
• One (1) Tier Variations
  • Create a Main Contract Variation
• Two (2) Tier Variations
  • Create a Potential Variation for a Main Contract
  • Create a Main Contract Variation

Configuration Tasks

• Configure Settings: Main Contracts
• Edit the Advanced Settings on a Main Contract
• Enable Financial Markup on a Main Contract
• Custom Fields & Configurable Fieldsets for Contracts
  • Create New Custom Fields
  • Create New Configurable Fieldsets

Owner Payment Applications

• About Main Contract Payment Applications
• Create Main Contract Payment Applications
• Edit Main Contract Payment Applications
• Delete Main Contract Payment Applications
• Email Main Contract Payment Applications
• Export Main Contract Payment Applications
• View a Summary Preview of an Owner Payment application

Integrations

• DocuSign®

• Configuring MCV Export Settings for ERP Integration

Main Contracts (BETA)

These tutorials detail modernised experience of the Main Contracts tool.

• Add Filters to the Variations Tab on a Main Contract (Beta)
• Create Main Contracts (Beta)
• Create Main Contract Variations (Beta)
• Edit Main Contracts (Beta)
• Delete Main Contracts (Beta)
• Export Main Contracts (Beta)
• Export a Main Contracts List (Beta)
• View Main Contracts (Beta)
• View a Main Contract's Variations (Beta)
• View a Main Contract's Main Contract Payment Applications (Beta)
• View a Main Contracts Change History (Beta)
• Add Financial Markup to Main Contract Variations (Beta)
• Configure a Main Contract's Advanced Settings (Beta)
• Approve Main Contracts (Beta)

Workflows (BETA)

These tutorials detail the Beta Version of the Workflows tool. To learn more about this release, see About the Workflows Beta Program. See (Beta) Workflows for more tutorials and FAQ's about the company level Workflows tool.

• Create a Custom Workflow Template for Main Contracts
• Configure a Custom Workflow Template for Main Contracts on a Project