Managing PM Subcontracts

The PM Subcontracts process is for managing subcontract agreements within project management. It allows users to generate, track, and modify subcontract documents, all subcontractor agreements are accurately reflected in the system.

Before you start

• Subcontract estimates must be imported into the system.
• Vendors must be set up in the system.

Steps

1. Navigate to the PM subcontract detail form to start generating subcontracts from project management.
2. Enter and select the vendor for each phase and cost type that requires a subcontract.
3. Click the initialize button to assign subcontract and subcontract item numbers.
4. Adjust the subcontract amounts if they differ from the estimates.
5. Proceed to the PM subcontract form to view and make minor adjustments to the subcontract document.
6. Send the subcontract document to the vendor for approval.
7. Once approved, interface the subcontract to the subcontract and job cost modules.

Notes

• Subcontract amounts are accurately adjusted to reflect any changes from the original estimates.