Enhanced interface

Field descriptions: Construction project contracts

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Project contract tab

Project contract information section

Project contract information field descriptions
Field	Description
Project contract ID	Enter the identification of the project contract. If you configured Projects to use an automatic ID sequence for project contracts, the ID appears after you save the project contract. Otherwise, you can enter the ID manually.
Project contract name	Enter the name of the project contract.
Project	Select a project for the project contract.
Customer	When you select the project, the customer typically prefills from the project. Do not change the prefilled customer because Construction project contracts AP supplier invoice the project customer.
Contract date	Select the contract date of the project contract.
Description	Enter the description of the project contract.
Project contract type ID	Select a project contract type ID. Learn how to add project contract types.
Architect	Select the architect of the project contract. This can be used on printed document templates.
Billable	Select this checkbox if the project contract is billable when generating project AR sales invoices.
Attachment	Add attachments to the project contract.
Status	Select the status of the project contract. The following options are: Active Inactive
Exclude from WIP reporting	If you use work in progress (WIP) management, you can select this checkbox to exclude the project's total contract value from (WIP) schedules. Learn more about work in progress (WIP) management.

Summary section

The Summary section displays summary prices of the project contract. These fields are read only.

Summary field descriptions
Field	Description
Original price	The original price of the project contract.
Revision price	The revision price of the project contract.
Approved change price	The approved change price of the project contract.
Total revised contract price	The total revised contract price of the project contract. The total revised contract price is the original + revision + approved price.
Pending change price	The pending change price of the project contract.
Other price	The other price of the project contract.
Forecast price	The forecast price of the project contract.

Integrate with GL section

Integrate with GL field descriptions
Field	Description
Post to GL budgets	Select this checkbox to post the project contract to General Ledger budgets.
Original GL budget ID	Select the original General Ledger budget ID for the project contract.
Revision GL budget ID	Select the revision General Ledger budget ID for the project contract.
Approved change GL budget ID	Select the approved change General Ledger budget ID for the project contract.
Pending change GL budget ID	Select the pending change General Ledger budget ID for the project contract.
Forecast GL budget ID	Select the forecast General Ledger budget ID for the project contract.
Other GL budget ID	Select the other General Ledger budget ID for the project contract.
Posting period	Select the posting period for the project contract.

Additional information section

Additional information section field descriptions
Field	Description
Scope
Scope	Describe the scope of the project contract.
Inclusions	Enter the inclusions for the project contract.
Exclusions	Enter the exclusions for the project contract.
Terms	Describe the terms of the project contract.
Schedule
Scheduled start date	Select or enter the scheduled start date of the project contract.
Actual start date	Select or enter the actual start date of the project contract.
Scheduled completion date	Select or enter the scheduled completion date of the project contract.
Revised completion date	Select or enter the revised completion date of the project contract.
Substantial completion date	Select or enter the substantial completion date of the project contract.
Actual completion date	Select or enter the actual completion date of the project contract.
Notice to proceed	Select or enter the date of when the project contract received the notice to proceed.
Response due	Select or enter the date of when the response is due for the project contract.
Executed on	Select or enter the date of when the project contract was executed on.
Schedule impact	Describe the schedule impact of the project contract.
Internal reference
Internal reference no.	Enter the internal reference number for the project contract.
Internal initiated by	Select the user that internally initiated the project contract.
Internal verbal by	Select the user to internally verbal the project contract.
Internal issued by	Select the user that internally issued the project contract.
Internal issued on	Select or enter the date that the project contract was internally issued on.
Internal approved by	Select the user that internally approved the project contract.
Internal approved on	Select or enter the date that the project contract was internally approved on.
Internal signed by	Select the user that internally signed the project contract.
Internal signed on	Select or enter the date that the project contract was internally signed on.
Internal source	Enter the internal source of the project contract.
Internal source reference no.	Enter the internal source reference number for the project contract.
External reference
External reference no.	Enter the external reference number for the project contract.
External verbal by	Select the user to externally verbal the project contract.
External approved by	Select the user that externally approved the project contract.
External approved on	Select or enter the date that the project contract was externally approved on.
External signed by	Select the user that externally signed the project contract.
External signed on	Select or enter the date that the project contract was externally signed on.

Project contract lines section

The Project contract lines section displays project contract lines associated to the project contract. These fields are read only.

Project contract lines field descriptions
Field	Description
Line ID	The ID of the project contract line. Select this link to display the project contract line.
Line name	The name of the project contract line.
Project	The project associated to the project contract line. Select this link to display the project.
Task	The task associated to the project contract line. Select this link to display the task.
Original price	The original price of the project contract line.
Revision price	The revision price of the project contract line.
Approved change price	The approved change price of the project contract line.
Total revised price	The total revised price of the project contract line.
Total billed	The total billed for the project contract line.
Retainage held	The retainage held for the project contract line.
Retainage released	The retainage released for the project contract line.
Retainage balance	The retainage balance of the project contract line.
Payments received	The payments received for the project contract line.

Billing details tab

Project contract billing summary section

Project contract billing summary field descriptions
Field	Description
Total billed	The total billed for the project contract.
Total billed net retainage	The total billed net retainage for the project contract.
Percent billed	The percent billed for the project contract.
Percent billed net retainage	The percent billed net retainage for the project contract.
Total retainage released	The total retainage released for the project contract.
Total retainage held	The total retainage held for the project contract.
Retainage balance	The retainage balance for the project contract.
Balance to AP supplier invoice	The balance to AP supplier invoice for the project contract.
Balance to AP supplier invoice net retainage	The balance to AP supplier invoice net retainage for the project contract.
Total payments received	The total payments received for the project contract.
Net total billed	The net total billed for the project contract.
Net total payments received	The net total payments received for the project contract.
Subtotal for billed as tax	The subtotal billed as tax for the project contract.
Subtotal for billed as a discount	The subtotal billed as a discount for the project contract.
Subtotal for billed as a charge	The subtotal billed as a charge for the project contract.
Last billing application number	The last billing application number for the project contract.

Project contract AR sales invoices section

The Project contract AR sales invoices section displays project contract AR sales invoices associated to the project contract.

Project contract AR sales invoices field descriptions
Field	Description
Document ID	The document identification of the project contract AR sales invoice.
AR AR sales invoice ID	The identification of the Accounts Receivable AR sales invoice.
Document type	The document type of the project contract AR sales invoice.
Date	The date of the project contract AR sales invoice.
GL posting date	The General Ledger posting date of the project contract AR sales invoice.
Doc state	The document state of the project contract AR sales invoice.
Amount	The amount of the project contract AR sales invoice.
Retainage held	The retainage held for the project contract AR sales invoice.
Retainage released	The retainage released for the project contract AR sales invoice.
Payments received	The payments received for the project contract AR sales invoice.
Subtotal - charges	The subtotal charges for the project contract AR sales invoice.
Subtotal - discounts	The subtotal discounts for the project contract AR sales invoice.
Subtotal - tax	The subtotal tax for the project contract AR sales invoice.

Retainage release AR sales invoices section

The Retainage release AR sales invoice section displays retainage release AR sales invoices associated to the project contract.

Retainage release AR sales invoices field descriptions
Field	Description
Retainage release AR sales invoice ID	The identification of the retainage release AR sales invoice.
Transaction date	The transaction date of the retainage release AR sales invoice.
GL posting date	The General Ledger posting date of the retainage release AR sales invoice.
Doc state	The document state of the retainage release AR sales invoice.
Amount	The amount of the retainage release AR sales invoice.
Payments received	The payments received for the retainage release AR sales invoice.

AR AR sales invoice payments received section

The AR AR sales invoice payments received section displays Accounts Receivable AR sales invoice payments associated to the project contract.

AR AR sales invoice payments received field descriptions
Field	Description
Payment	The payment of the Accounts Receivable AR sales invoice.
Payment type	The payment type of the Accounts Receivable AR sales invoice.
Bank account	The bank account of the Accounts Receivable AR sales invoice.
Payment reference	The payment reference of the Accounts Receivable AR sales invoice.
Payment date	The payment date of the Accounts Receivable AR sales invoice.
Payment amount	The payment amount of the Accounts Receivable AR sales invoice.

Change management tab

Use the Change management tab to see project change orders and change requests assigned to a project contract. These fields are read only.

Project change orders section

Project change orders section field descriptions
Field	Description
Project change order ID	The identification of the project change order assigned to the project contract. Select this link to display the project change order.
Project ID	The identification of the project associated to the project change order. Select this link to display the project. When you create a project change order, you assign it to a project.
Project name	The name of the project that is associated to the project ID.
Customer ID	The identification of the customer associated to the project. Select this link to display the customer record.
Customer name	The name of the customer associated to the customer ID.
Project change order date	The date that the project change order was created.
Change request status	The status of the change request.
Total cost	The total cost of the project change order.
Total price	The total price of the project.
Description	The description of the project change order.
Project contract ID	The identification of the project contract associated to the project change order. Select this link to display the project contract. When you create a project change order, you can assign it to a project contract.
Buttons
Export to CSV	Select this button to export project change orders assigned to the project contract.

Change requests section

Change requests section field descriptions
Field	Description
Project change order ID	The identification of the project change order assigned to the change request. Select this link to display the project change order.
Change request ID	The identification of the change request assigned to the project contract.
Description	The description of the change request.
Change request date	The date that the change request was created.
Project ID	The identification of the project that is associated to the change request. Select this link to display the project. When you create a change request, you assign it to a project.
Project name	The name of the project that is associated to the project ID.
Change request type	The type of change request.
Change request status	The status of the change request.
State	The state of the change request. Displays one of the following options: Posted Draft
Total cost	The total cost of the change request.
Total price	The total price of the project.
Buttons
Export to CSV	Select this button to export change requests assigned to the project contract.