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When creating a contract or program , you will be able to identify one or more projects that will can be worked on identified as part of that contract. All projects in a contract will be bid together and will be moved through the phases together.To add

Add a

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Contract:

1. On the main dashboard, where all contracts are listed, click on ‘Add’.

2. Enter the contract information , and at least one project. You can always move the project

   1. Projects can be moved to a different contract up until the bidding phase

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3. The first project you add added will automatically be listed as the primary project, but you can change that selection if you add more projects.. This can be changed if additional projects are added.

4. Select ‘Save' to save the Contract and Project or select ‘Add another’ to create another contract.

Add Additional Projects to a Contract:

After adding the contract and at least one project additional projects

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To do so:

can be added to the contract.

1. Click on Contract & Project Details on the contract menu.

2. Under the project section, click on ‘ADD’ ‘Add' to add one or multiple projects.

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Project

• Item Lists and categories

• Project location, managers and other supporting details

• SAPR (for MN customers)

• Schedule of Price and Bid Abstract (optional, by project or by contract)

• Inspection notes and item lists

• Daily inspection note reports

• Inspected item transactions (can be viewed by project item list)

• Contract Changes (items will be specified by project)

• Payment Estimates (with optional package install)

Over View of Sections Available on the Contract and Project Level.

• Contract

  • Ad for Bid and Plans

  • Public User dashboards

  • Bidding sync and related information

  • eAdvert sync

  • Schedule of Price and Bid Abstract (optional, by project, or by contract)

  • Funding setup (recommended to setup funding categories by project, if tracking funding by project number)

  • Payment estimates

  • Inspection

  • Weekly Diary (for MN customers)

  • Contract Changes (items will be specified by project)

  • Encumbrances

  • Intermediate Projects

• Project

  • Item Lists and categories

  • Project location, managers, and other supporting details

  • SAPR (for MN customers)

  • Schedule of Price and Bid Abstract (optional, by project, or by contract)

  • Inspection notes and item lists

  • Daily inspection note reports

  • Inspected item transactions (can be viewed by project item list)

  • Contract Changes (items will be specified by project)

  • Payment Estimates (with optional package install)

See also:

How to setup and move projects in planning

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