Overview:

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

Screen Guide:

Open

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:

The data for this section comes from the latest 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 if any changes have been made while this screen is open.

Next Steps:

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

Claims can be viewed in Portal Claims, while payment information is transferred from your financial system.