(This page is under construction, click here to see legacy documentation.) 

Overview:

The summary tab gives you a quick overview of the Work Orders, Subcontract Claims, and Subcontract Payments that have been done for this Subcontract.

Subcontract Users also have access to this information on their Portal Summary.

Screen Guide:

Work Order Type:

This section presents a clean view of the different Work Order types with a Cost summary of each. To view the details of any type, click the View text to open the Work Order list pre filtered for that specific type. From there, you can investigate any of the Work Orders you need. Indeed, this is the most common viewing method of Work Orders on an individual subcontract basis.

Claim Summary:

This data for this section comes from the latest Subcontract Claim, showing to-date figures for claim amounts and payable amounts, as well as the latest claim and payment information.

There is a Refresh button for your convenience - click this after you or someone else makes a change that would affect any of the figures displayed.

Next Steps:

Manage your Work Orders by clicking View on the type you want to change.

Claims can be updated in Subcontract Claims, while payment information is transferred from your financial system.