From the Bidding Worksheet, Click Phases.
To delete the phase, click Delete Phase.
From the Bidding Worksheet, Click Phases.
To delete the phase, click Delete Phase.
If you create a bid note here in the bidding worksheet, those notes will appear in the bid invitation area, and will show in the bid item notes report. They will also show up in the Scope of Work area where they can be edited for the owner. The notes will also populate in the Scope of Work area of the subcontract.
On the Bid Worksheet, click the Notebook icon next to the cost code to open a new note.
To create a new bid note, click Create New.
Type the bid note in the text box. Once finished click Save.
If you would like to save the note for future use click the add to save list button.
Give the note a title. Once finished click Save.
Most Owner Billing templates will be able to populate Approved transactions from Subilling (.S), GC Labor Time (.L) and Purchases (.M,.O,.OH, .EQ) into the affiliated line items or divisions. You can then choose to include or remove the costs from the bill WIP columns themselves.
Any Transactions that have been approved prior to the first bill being created will automatically populate into the Bill’s WIP column. Click on the hyperlink to display the cost details. All items will appear on bills when they are Approved. Accountant level Acceptance is not required for any of these transactions to appear in Owner Billing.
WORKING WITH PROJECT COSTS
Project Costs Not included:
APPROVED COSTS SINCE BILL WAS LAST ACCESSED
Anytime the user opens the bill after that, they will be presented with the Approved Costs since the Bill was Last Accessed. We do not automatically add additional costs, so the user would not need to hunt through the bill and remove unwanted items.
These project costs will show on this window until they are either added to a bill or ignored.
On a Split Contract Project, the Owner B costs will all need to be added manually from the Approved costs window. This is to avoid confusion about which costs are applied to the Owner A/Owner B contract SOV.
OVER SPENT ITEMS
If approved costs exceed the total value of the line item or Divisions, users will see the Over Spent items notice appear. This can occur for a number of reasons.
PLEASE NOTE: There must be a positive cost already added to the line item to activate the Project Costs pop-up window. Without a positive cost (to add the blue hyperlink), you will not be able to see these Over Spent Items on the Project Cost Not Included tab. They will only appear once on the Over Spent Items warning below. In other words, the value in the WIP cell will remain at zero with no hyperlink.