Contract Administration Resource Center

Getting Started

• Getting Started Guide

Contract Admin Settings

• Master Cost Codes
• Tax Codes
• Default Numbering
• Contract Admin Feature Settings
• Workflow for Contract Admin and Procurement

Job Cost Codes, Prime Contract and Budgets

• Job Cost Codes
• Prime Contracts
• Prime Contract Budgets
• Examples of Having Multiple Prime Contracts

Contract Changes

• Business Processes for Client Change Management
• Allowance Package (New Feature)
• Change Proposal Request (CPR)
• Change Order (CO)

Prime Contract Invoices (aka Client Invoices)

• Prime Contract Invoice
• Handling Customer Deposits or Advance Payments On Prime Contracts

Special Tips For

• Design Build Firm
• Residential Developers with Multiple Lots
• Commercial Developers
• Construction Management (CM) Firms That Need To Track Multiple Prime Contracts
• Unit Price Prime Contracts for Heavy Highway/Utility Contractors
• Apartment, Condo, or Hotel Remodeling Contractors
• Owner Contingency or Allowances for Commercial Construction Contracts
• Tracking Overhead Costs
• Joint Venture Project
• Service Work
• Fiscal Year-End Closing and Reporting

Reporting

• Detail Report Templates (eg. MS Word Templates)
• Log Reports
• Project Financial Analytics

Other

• Contract Admin Module Alerts and Calendar
• Online File Management

Related Training Videos

• Contract Admin Videos
• Workflow Setup Videos
• Custom Report Videos