Tutorials

Commitments

• About the Commitments Tool
  • Export a Contracts List to CSV or PDF
  • Manage Rows & Columns in the Commitments Tool
  • Search for and Apply Filters to the Commitments Tool
• Contracts
  • Purchase Orders
    • Add a Related Item to a Purchase Order or Subcontract
    • Create a Purchase Order
    • Delete a Purchase Order or Subcontract
    • Edit a Purchase Order
    • Email a Purchase Order or Subcontract
    • Enable Retainage on a Purchase Order or Subcontract
    • Export a Purchase Order or Subcontract to DOCX or PDF
    • View a Purchase Order
  • Subcontracts
    • Add a Related Item to a Purchase Order or Subcontract
    • Approve and Sign a Subcontract
    • Create a Subcontract
    • Delete a Purchase Order or Subcontract
    • Edit a Subcontract
    • Email a Purchase Order or Subcontract
    • Enable Retainage on a Purchase Order or Subcontract
    • Export a Purchase Order or Subcontract to DOCX or PDF
    • View a Subcontract
    • View Inclusions/Exclusions on a Subcontract
• Add a Schedule of Values to Contracts
  • Add a Line Item to a Commitment's Schedule of Values
  • Import a Commitment CSV

Commitment Change Orders (CCOs)

Configure the Number of Commitment Change Order Tiers

• 1-Tier Change Orders 
  1. Create a Commitment Change Order (CCO)
• 2-Tier Change Orders
  1. Create a Commitment Potential Change Order (CPCO) from a Change Event
  2. Create a Commitment Change Order (CCO)
• 3-Tier Change Orders
  1. Create a Commitment Potential Change Order (CPCO) from a Change Event
  2. Create a Change Order Request (COR) for a Commitment
  3. Create a Commitment Change Order (CCO)
• Other Tasks
  • Add Financial Markup to Commitment Change Orders

Settings

• Configure Settings: Commitments Tool
• Edit the Advanced Settings Tab on a Commitment

Subcontractor Invoices

About Subcontractor Invoices

• Invoice Contacts
  • Add Invoice Contacts to a Purchase Order or Subcontract
  • Send an 'Invite to Bill' to an Invoice Contact
  • Accept or Decline an 'Invite to Bill' as an Invoice Contact
  • Submit a New Invoice as an Invoice Contact
  • Revise & Resubmit an Invoice as an Invoice Contact
  • Update a Subcontractor SOV as an Invoice Contact
• Billing Periods
  • See the Invoicing tool. 
• Subcontractor Invoices
  • Create an Invoice on Behalf of an Invoice Contact
  • Submit a New Invoice as an Invoice Contact
  • Review a Subcontractor Invoice as an Administrator
  • Revise & Resubmit an Invoice as an Invoice Contact
  • Retainage
    • Create a Subcontractor Invoice for the Release of Retainage
    • Set or Release Retainage on a Subcontractor Invoice
  • Subcontractor Schedule of Values (SSOV)
    • Enable or Disable a Subcontractor SOV
    • Add a Subcontractor SOV to a Commitment
    • Update a Subcontractor SOV as an Invoice Contact
• Payments Issued
  • Add a New Payment to the Payments Issued Tab of a Commitment
  • Enable the Payments Issued Tab on a Commitment
• Payment Schedule
  •   Create a Payment Schedule

Integrations