Managing PM Subcontract Detail

The PM Subcontract Detail form is used to manage subcontract estimates and generate subcontracts within the project management module. It is for assigning vendors to specific phases and cost types, ensuring accurate subcontract documentation and cost tracking.

Before you start

• Subcontract estimates must be imported into the system.
• The phases and cost types are correctly set up for subcontract cost types.

Steps

1. Open thePM Subcontract Detailform.
2. Review the list of phases and cost types associated with subcontract cost types.
3. In the vendor column, enter and select the vendor for each specific subcontract.
4. Assign vendors to multiple phases if needed.
5. Click the initialize button to assign subcontract and subcontract item columns.
6. Adjust the subcontract amounts if they differ from the estimates.
7. Proceed to thePM Subcontractform to make minor field adjustments and view the subcontract document.
8. Send the subcontract document to the vendor for approval.
9. Approve the subcontract document in the system to interface it with the subcontract and job cost modules.

Notes

• The vendor assignments are accurate to avoid discrepancies in subcontract documentation.
• Adjust subcontract amounts carefully to reflect actual costs.