How do I move my contract to different phases?

Contracts move to different phases using this format:


Planning>> Bidding: When the ad for bid record is added

When the contract is moved to bidding, all changes to the project item list must be done through an addenda.


Bidding>> Construction: When the winning contractor is added to the contract (contract page)

Once the contract is awarded, any changes to the project item list must now go through a contract change. Additionally, awarding the contract sets up funding and item inspections to begin using the winning contractor bid prices

 

Construction>> Completion: When the Completion Checklist record is saved, the application will move from Construction to Completion

 

 

 

To move a contract back to a previous status:

Completion>>Construction: Delete the Completion Checklist record.

 

Construction>> Bidding: From the 'Contract & Project Details' page of the Contract Menu, clear the selection for the Winning Contractor.

 

Bidding>>Planning: From the ‘Ad for Bid’ section of the Contract Menu, click on ‘Delete’ in the lower right corner of the screen to remove all data entered in the Ad for Bid record