Prime Contracts - Tutorials

Prime Contracts

• Create Prime Contracts
• Update the Schedule of Values on a Prime Contract
• Edit a Prime Contract
• Approve a Prime Contract
• Email a Prime Contract
• Export a Prime Contract
• Export a List of Prime Contracts
• Delete a Prime Contract
• Manage Rows & Columns in the Prime Contracts Tool
• Search for and Add Filters to Prime Contracts
• View Prime Contracts
• View the Change History of a Prime Contract

Change Orders

• Configure the Number of Prime Contract Change Order Tiers
• Add Filters to the Change Orders Tab on a Prime Contract
• Create a Commitment Change Order from a Prime Contract Change Order
• Add Financial Markup to Prime Contract Change Orders
• Record Changes to Production Quantities on a Potential Change Order for a Prime Contract
• Remove a Change Order from a Prime Contract

Configuration Tasks

• Configure Settings: Prime Contracts
• Edit the Advanced Settings on a Prime Contract
• Enable Financial Markup on a Prime Contract

Invoicing

Integrations

• DocuSign®

Beta  Workflows