Project Contracts Master Files

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Project Contracts Master File

The Project Contracts master file contains the list of all awarded contracts to the company by its clients.

Step-by-step instructions:

1. Open Cenral Menu. Your Central Menu maybe different from the screenshot below as each user can have different menu and access rights.

2. Select Systems->Project Contract Management. This master file is also accessible from other systems. An update here will also reflected on the other systems.

3. Double-click Master Files -> Project Contracts. You will be redirected to Project Contracts tab window.

4. Add contracts awarded by the clients.

5. Add corresponding contracts awarded to the subcontractors, if any.

6. Click Save. You can update these files whenever a new contract is awarded

Data Definition for Construction Contracts with the Clients:

Database Table Name: cm_ContractHeader
Primary Key: ContractNo

Column Name	Sample Value	Description
CoID	ABC	The Company ID that the user is currently log-in
ContractNo	COC-001C	Alphanumeric with maximum length of 30 characters
ContractDesc	Coke commercial Sakto	Description of the contract
ContractTagName	Sakto	Shorten name of the contract
CustomerCode	C00002	Select from the lookup table. .Select from the lookup table. Update the Customer master file if the agency is not yet in the list
CustomerName	Cocacola	Name of the customer based on the customer master file. This column is locked
AgencyCode	C00001	Agency Code. Select from the lookup table. Update the Vendor master file if the agency is not yet in the list
AgenctyName	Agent 1	Name of the agency based on the vendor master file. This column is locked
DirectorCode	V00015	Select from the lookup table. Select from the lookup table. Update the Vendor master file if the director is not yet in the list
DirectorName	ABC Realty	Name of the director based on the vendor master file. This column is locked
ProducerCode	V00015	Select from the lookup table. Select from the lookup table. Update the Vendor master file if the producer is not yet in the list
ProducerName	ABC Realty	Name of the producer based on the vendor master file. This column is locked
PMCode	V00015	Select from the lookup table. Update the Vendor master file if the Project Manager is not yet in the list
PMName	ABC Realty	Name of the project manager based on the vendor master file. This column is locked
DateApproved	01/15/2020	Date the contract was approved
DateStarted	01/31/2020	Date the contract started
DateCompleted		Date when the contract is completed
Vatable	Y	Select Yes if the contract is vatable
EstimatedContractAmount	112000	Optional only. Total estimated contract amount based on initial offer.
ContractAmount	112000	Total contract amount including vat.
VATAmount	12000	The amount of vat, if the contract is vatable
Cost Estimate	90000	Total cost estimate. The value of this column is based on Project Estimate. Update the project estimabe if the value is not correct.
Actual Cost	50000	Total actual cost to date based on GL system.
Gross Profit	10000	Formula column. ContractAmount - CostEstimate
RetentionPercent	10%	Construction contracts are usually subject to 10% retention
Status	A	A=Active; I=InActive. You can mark inactive vendor category to remove them from the lookup table.
Createdby, DateCreated, Modifiedby, DateModified		These columns are called audit trails. Their values are auto-generated. One who created or modified the app. It is assumed that the current user is the one who created or modified the record.