Enter the details and make selections to set up a subcontract.
These steps apply only if you are not using an integration with
Trimble Pay, and are creating a subcontract manually.
Note: If you are integratedIn the left-hand sidebar, select Integrations and import your project to cause subcontracts to flow into the relevant integration section.
- From your Dashboard, select the project.
- On the right-hand side of the screen, select Create contract.
The Create New Contract window appears.
- Complete the required fields:
- Description - a brief description, such as the scope of contract. For example, Plumbing or Site Work.
- Original Contract Value - the original contract sum.
- Line Item Type - choose whether you want your Schedule of Values to use standard billing (lump sum) or unit billing (quantities).
Note: If any Applications for Payment have been submitted previously against this contract:
- Completed & Stored to Date - this value is equal to gross billed-to-date
- # of Previous Applications - the number of applications already submitted
- Select Create contract.
Trimble Pay takes you to the contract details page so that you can assign a vendor to the contract and decide whether to send an invite now or at some point later.