{"id":226,"date":"2021-11-22T13:59:09","date_gmt":"2021-11-22T13:59:09","guid":{"rendered":"https:\/\/projectpro365.com\/user-guide\/?p=226"},"modified":"2022-06-09T12:14:38","modified_gmt":"2022-06-09T12:14:38","slug":"subcontract-management","status":"publish","type":"post","link":"https:\/\/www.projectpro365.com\/user-guide\/subcontracts\/subcontract-management\/","title":{"rendered":"Maintaining Subcontract Information"},"content":{"rendered":"

SUBCONTRACT MANAGEMENT<\/h2>\n

1. MAINTAINING SUBCONTRACT INFORMATION <\/b><\/p>\n

The purpose of the Subcontract module is to manage your subcontractor\u2019s contracts, change orders and work performed. This information can be setup and managed from the Subcontract Cards.<\/p>\n

From a job card, you can access the Subcontracts list for the specific job you are in. <\/p>\n

For a complete list of your subcontract, you can search \u201cSubcontracts\u201d from the search Icon. Alternatively, if your role type is ProjectPro Manager, you can select the Subcontracts option from your role centre\n<\/p>\n

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Once selected, you will find a list of your subcontracts as we have shown below. <\/P><\/p>\n

\"\"<\/p>\n

Select an existing subcontract to edit or create a new one.
\nA Subcontract Card is similar to a Job Card. Below we will detail each field and it\u2019s use.<\/p>\n

1.1 General Fast Tab:<\/b><\/p>\n

\"\"<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
FIELD<\/th>\nCOMMENTS:<\/th>\n<\/tr>\n<\/thead>\n
No.<\/b><\/td>\nSubcontract number \u2013 manual or automatic. To automatically assign the next available No. in your No. Series, tab off this field.<\/td>\n<\/tr>\n
Description<\/b><\/td>\nEnter Subcontract description.<\/td>\n<\/tr>\n
Buy-From Vendor No.<\/b><\/td>\nEnter vendor for the Subcontract<\/td>\n<\/tr>\n
Buy-From Name<\/b><\/td>\nVendor name defaults from Vendor no. selected<\/td>\n<\/tr>\n
Buy-From Address<\/b><\/td>\nVendor address defaults from Vendor no. selected<\/td>\n<\/tr>\n
Buy-From Address 2<\/b><\/td>\nVendor address defaults from Vendor no. selected<\/td>\n<\/tr>\n
Buy-From City<\/b><\/td>\nVendor city defaults from Vendor no. selected<\/td>\n<\/tr>\n
State<\/b><\/td>\nVendor State defaults from Vendor no. selected<\/td>\n<\/tr>\n
Buy-from Zip Code<\/b><\/td>\nZip Code defaults from Vendor no. selected<\/td>\n<\/tr>\n
Buy-from Contact<\/b><\/td>\nVendor contact defaults from Vendor no. selected<\/td>\n<\/tr>\n
Sub-Level to Subcontract No.<\/b><\/td>\nIf this Subcontract is a subordinate to another Subcontract, then indicate what Subcontract<\/td>\n<\/tr>\n
Search Description<\/b><\/td>\nThe Subcontract Description becomes the Search Description unless it is changed.<\/td>\n<\/tr>\n
Person Responsible<\/b><\/td>\nThis field contains the code of the person responsible for the Subcontract. You can click the Assist Button in the field to see a list of resources. <\/td>\n<\/tr>\n
Job No.<\/b><\/td>\nThe Job no for which this Subcontract is made<\/td>\n<\/tr>\n
Last Date Modified<\/b><\/td>\nThis field shows when the job card was last modified.
\nWhen you change information on the Subcontract card, the program automatically updates the Last Date Modified field to show the current system date.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

1.2 Subcontract Lines Fast Tab<\/b><\/p>\n

You can assign Job Planning Lines to a subcontract by selecting \u201cGet Job Budget Lines\u201d from the ribbon. Your Job Planning Lines will be displayed on a new page for you to select from.<\/p>\n

Choose the lines associated with this Subcontract and select \u201cOK\u201d to add them to the subcontract card.\n<\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

You will notice the lines that were selected above are now available on the subcontract card in the \u201clines\u201d section.<\/p>\n

\"\"<\/p>\n

If you need to manually add a line to the subcontract card, you can do so from the \u201cLines\u201d section.<\/P><\/p>\n

Note: Manually added lines will affect only the subcontract card. These lines will not be updated on the Job Planning Lines and will not adjust the job budget.<\/i><\/p>\n

Below we have detailed each column you will need to enter if you choose to enter a line manually. Note: depending on your personalized view, you may not see all of the fields below.<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
FIELD<\/th>\nCOMMENTS:<\/th>\n<\/tr>\n<\/thead>\n
Job No.<\/b><\/td>\nSelect the Job No. the Subcontract is for<\/td>\n<\/tr>\n
Job Task No.<\/b><\/td>\nSelect the Job Task No. associated with the Subcontract<\/td>\n<\/tr>\n
Task Description<\/b><\/td>\nDescription related to the Job Task No.<\/td>\n<\/tr>\n
Job Cost Category<\/b><\/td>\nSelect the subcontract Cost Category<\/td>\n<\/tr>\n
Starting Date<\/b><\/td>\nEnter the Subcontract starting date for the associated line.<\/td>\n<\/tr>\n
Type<\/b><\/td>\nThis field contains the type of account to which the subcontract line relates.
\nThe options are:
\nBlank, Item, G\/L Account\n<\/td>\n<\/tr>\n
No.<\/b><\/td>\nThis field contains the number of the account to which the Item Or G\/L Account is posted, depending on the selection in the Type field.
\nYou can see the numbers available by clicking the Assist Button in the field.<\/td>\n<\/tr>\n
Description<\/b><\/td>\nThe application automatically displays the name of the item or G\/L account to which this entry applies. You can change the description, a maximum of 50 characters, both numbers and letters, are allowed.<\/td>\n<\/tr>\n
Quantity<\/b><\/td>\nYou can enter the number of units of the No., that is, the item or G\/L account number, that should be specified on the line.<\/td>\n<\/tr>\n
Direct Unit Cost<\/b><\/td>\nDirect Unit Cost only shows if “Items” are being used.<\/td>\n<\/tr>\n
Unit Cost<\/b><\/td>\nThis field contains the unit cost for the selected Type and No. on the line. Unit Cost is automatically retrieved of the selected Type and No. if the type is Item. If the type is G\/L Account, unit cost is automatically retrieved if you have setup Unit Cost in the Job G\/L account Prices window.<\/td>\n<\/tr>\n
Total Cost<\/b><\/td>\nThis field is the calculated total of Quantity*Unit Cost<\/td>\n<\/tr>\n
Work Units<\/b><\/td>\nOptional – enter the Work Units being tracked<\/td>\n<\/tr>\n
Work Unit of Measure<\/b><\/td>\nOptional – enter the Unit of Measure for Work Units<\/td>\n<\/tr>\n
Unit of Measure Code<\/b><\/td>\nUnit of Measure for the Subcontract amount<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

1.3 Constants Fast Tab:<\/b><\/p>\n

\"\"<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n
FIELD<\/th>\nCOMMENTS:<\/th>\n<\/tr>\n<\/thead>\n
Vendor\u2019s Job No<\/b><\/td>\nJob no of the vendor if applicable<\/td>\n<\/tr>\n
Creation Date<\/b><\/td>\nEnter Subcontract creation date<\/td>\n<\/tr>\n
Starting Date<\/b><\/td>\nEnter Subcontract Start date<\/td>\n<\/tr>\n
Ending Date<\/b><\/td>\nEnter Subcontract End date<\/td>\n<\/tr>\n
Completion Date<\/b><\/td>\nWhen finished enter Subcontract Completion date<\/td>\n<\/tr>\n
Retention Percent<\/b><\/td>\nEnter Subcontract Retention Percentage<\/td>\n<\/tr>\n
Status<\/b><\/td>\nSelect status of the Subcontract.
\nOptions are: Planning, Quote, Order, Completed
\nNote: Your subcontract must have a status of \u201corder\u201d to post<\/l>\n<\/td>\n<\/tr>\n
Subcontract Class<\/b><\/td>\nSpecifies whether the subcontract card is a Master or a Change order<\/l>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

1.4 Manager Tab:<\/b><\/p>\n

\"\"<\/p>\n\n\n\n\n\n\n\n\n\n\n
FIELD<\/th>\nCOMMENTS:<\/th>\n<\/tr>\n<\/thead>\n
Reporting Status<\/b><\/td>\nThis status is like the Manager Job Status on our Job Card. This is for informational purposes only and can be adjusted as needed<\/td>\n<\/tr>\n
Status Date<\/b><\/td>\nThis date will automatically update when the Reporting Status is changed<\/td>\n<\/tr>\n
Estimated Start Date<\/b><\/td>\nEstimated start date for this subcontract<\/td>\n<\/tr>\n
Starting Date<\/b><\/td>\nStarting date for this subcontract<\/td>\n<\/tr>\n
Estimated Ending Date<\/b><\/td>\nEstimated End date for this subcontract<\/td>\n<\/tr>\n
Ending Date<\/b><\/td>\nEstimated End date for this subcontract<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

1.4 Budget Fast Tab:<\/b><\/p>\n

\"\"<\/p>\n

There were some changes in the Budget Tab on the Subcontract card and the changes are as follows:<\/p>\n

If the \u201cActual Cost to Date\u201d is Less than or equals to the \u201cTotal Budgeted Cost\u201d then \u201cSubcontract Variance\u201d will not be calculated.<\/b><\/p>\n

In the above pointer it is said that if the Actual Cost to Date<\/b> is Less than or equals to the Total Budgeted<\/b> Cost Then Subcontract Variance<\/b> will not be calculated, as for the example in the below screenshot it is mentioned that the Actual Cost to Date<\/b> is Equals to the Total Budgeted<\/b> Cost then the Subcontract Variance<\/b> is not Calculated.<\/p>\n

\"\"<\/p>\n

If Actual Cost to Date is Greater than the Total Budget Cost then only the Subcontract Variance has been calculated.<\/b><\/p>\n

But in the below case the Subcontract Variance has been calculated as the Actual Cost to Date<\/b> is Greater than the Total Budget Cost, Subcontract Variance= (Actual Cost To date \u2013 Total budgeted Cost)<\/b><\/p>\n

\"\"<\/p>\n

1.5 Costs Fast Tab:<\/b><\/p>\n

\"\"<\/p>\n

1.6 Status Fast Tab:<\/b><\/p>\n

\"\"<\/p>\n","protected":false},"excerpt":{"rendered":"

SUBCONTRACT MANAGEMENT 1. MAINTAINING SUBCONTRACT INFORMATION The purpose of the Subcontract module is to manage your subcontractor\u2019s contracts, change orders and work performed. This information can be setup and managed from the Subcontract Cards. From a job card, you can access the Subcontracts list for the specific job you are in. For a complete list … <\/p>\n

Continue reading “Maintaining Subcontract Information”<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[],"class_list":["post-226","post","type-post","status-publish","format-standard","hentry","category-subcontracts","entry"],"yoast_head":"\nMaintaining Subcontract Information - User Guide<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.projectpro365.com\/user-guide\/subcontracts\/subcontract-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Maintaining Subcontract Information - User Guide\" \/>\n<meta property=\"og:description\" content=\"SUBCONTRACT MANAGEMENT 1. MAINTAINING SUBCONTRACT INFORMATION The purpose of the Subcontract module is to manage your subcontractor\u2019s contracts, change orders and work performed. This information can be setup and managed from the Subcontract Cards. From a job card, you can access the Subcontracts list for the specific job you are in. For a complete list … Continue reading "Maintaining Subcontract Information"\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.projectpro365.com\/user-guide\/subcontracts\/subcontract-management\/\" \/>\n<meta property=\"og:site_name\" content=\"User Guide\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/ProjectPro365\/\" \/>\n<meta property=\"article:published_time\" content=\"2021-11-22T13:59:09+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-06-09T12:14:38+00:00\" \/>\n<meta name=\"author\" content=\"ug_admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@ProjectPro365_\" \/>\n<meta name=\"twitter:site\" content=\"@ProjectPro365_\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"ug_admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.projectpro365.com\\\/user-guide\\\/subcontracts\\\/subcontract-management\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.projectpro365.com\\\/user-guide\\\/subcontracts\\\/subcontract-management\\\/\"},\"author\":{\"name\":\"ug_admin\",\"@id\":\"https:\\\/\\\/www.projectpro365.com\\\/user-guide\\\/#\\\/schema\\\/person\\\/93cb2e7e53e2a5d583510f489ed198cb\"},\"headline\":\"Maintaining Subcontract Information\",\"datePublished\":\"2021-11-22T13:59:09+00:00\",\"dateModified\":\"2022-06-09T12:14:38+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.projectpro365.com\\\/user-guide\\\/subcontracts\\\/subcontract-management\\\/\"},\"wordCount\":1117,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.projectpro365.com\\\/user-guide\\\/#organization\"},\"articleSection\":[\"Subcontracts\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.projectpro365.com\\\/user-guide\\\/subcontracts\\\/subcontract-management\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.projectpro365.com\\\/user-guide\\\/subcontracts\\\/subcontract-management\\\/\",\"url\":\"https:\\\/\\\/www.projectpro365.com\\\/user-guide\\\/subcontracts\\\/subcontract-management\\\/\",\"name\":\"Maintaining Subcontract Information - 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