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 Program of Values to Contracts
  • Add a Line Item to a Commitment's Program 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 Progress Claims

About Subcontractor Progress Claims

• Progress Claim Contacts
  • Add Progress Claim Contacts to a Purchase Order or Subcontract
  • Send an 'Invite to Bill' to an Progress Claim Contact
  • Accept or Decline an 'Invite to Bill' as an Progress Claim Contact
  • Submit a New Progress Claim as an Progress Claim Contact
  • Revise & Resubmit an Progress Claim as an Progress Claim Contact
  • Update a Subcontractor SOV as an Progress Claim Contact
• Billing Periods
  • See the Invoicing tool. 
• Subcontractor Progress Claims
  • Create an Progress Claim on Behalf of an Progress Claim Contact
  • Submit a New Progress Claim as an Progress Claim Contact
  • Review a Subcontractor Progress Claim as an Administrator
  • Revise & Resubmit an Progress Claim as an Progress Claim Contact
  • Retention
    • Create a Subcontractor Progress Claim for the Release of Retention
    • Set or Release Retention on a Subcontractor Progress Claim
  • Subcontractor Schedule of Values (SSOV)
    • Enable or Disable a Subcontractor SOV
    • Add a Subcontractor SOV to a Commitment
    • Update a Subcontractor SOV as an Progress Claim Contact
• Payments Issued
  • Add a New Payment to the Payments Issued Tab of a Commitment
  • Enable the Payments Issued Tab on a Commitment
• Payment Program
  •   Create a Payment Program

Integrations