Subcontract Management

Introduction

Objective:

establish a basic work flow demonstration of subcontract management.

Step-by-step How To:

1. Generate a Subcontract:

To generate a new subcontract, go to PM Subcontracts, then select the project you want to add the new subcontract to. In Viewpoint, the key F4 is widely used to pop open a window to select from a list of available items.

pm subcontracts - select project

Then initiate a new subcontract line, typically you can keep the subcontract number in the format of (project number).(cost code).(if any multi phase/component). Then select the trade company.

pm subcontracts - initiate a new line

Once a new line is initiated, go to the "Info" tab, and fill in all the required information. The working of the "Scope of Work" field will depend on the template your are using, best to check a subcontract your peer has done.

PM Subcontracts - fill in the info

Once the above steps are completed, check under the "Distribution", typically the contact would be auto picked once you select the company. In case it is not, manually select it.
Then put in the Subcontract items with the $$ value. If line items progress during project and progress claim needs to be tracked separately, put those items on separate line items.

PM Subcontracts - input subcontract line items

If a subcontract was generated by mistake, you can delete the subcontract AS LONG AS it has not been INTERFACED, OR BILLED.

PM Subcontracts - Delete subcontract