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Managing PM Contracts

PM Contracts holds contract header data and schedule-of-values items used with PM projects.

Before you start​

  • Customer exists in AR if you will bill.
  • Default department and payment terms are known.

Steps​

  1. Open PM Contracts.
  2. On Info, set description, default department, customer, payment terms, retainage percent, and contract start month.
  3. On Items, enter the schedule of values; keep bill descriptions aligned with item descriptions.
  4. Save.

Notes​

  • Contract start month affects when the contract appears on WIP-style reporting.