When creating a contract or program one or more projects can be identified as part of that contract. All projects in a contract will be bid together and will be moved through the phases together.
On the main dashboard, where all contracts are listed, click on ‘Add’.
Enter the contract information and at least one project.
Projects can be moved to a different contract up until the bidding phase
The first project added will automatically be listed as the primary project. This can be changed if additional projects are added.
Select ‘Save' to save the Contract and Project or select ‘Add another’ to create another contract.
After adding the contract and at least one project additional projects can be added to the contract.
Click on Contract & Project Details on the contract menu.
Under the project section, click on ‘Add' to add one or multiple projects.
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
Combining items by contract, project, or category