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About Contracts

In Proliance, as in everyday life, a contract is the means by which you record the terms and conditions of your company's workspace commitments. A contract that represents money leaving the workspace is known as an expense contract. A contract that represents money entering the workspace is known as a revenue contract.

• Open the Contracts register for the appropriate type of contract (Expense or Revenue)

You can use Proliance contracts to manage your paper-based contracts more effectively and efficiently. Proliance contracts are powerful enough that you may even decide not to use paper at all. The contract options and settings allow you to specify how Proliance treats invoices and change orders, including how these documents appear on your bottom line.

Information in a Contract document is organized over the following pages:

• Main: Contains detailed information about the contract, including dates, participants, and invoicing status. For more information, see "Contract – Main".
• Financial Summary: Provides you with a concise, executive-level overview of the monetary progress that has been made against the contract. For more information, see "Financial Summary".
• Tax Summary: Shows you the total value of the taxes that currently apply to the contract, change order or invoice that you are viewing. For more information, see "Tax Summary".
• Schedule of Values: Shows you the line items for the contract. For more information, see "About the Schedule of Values Page".
• Scope: Provides a broad description of the type and amount of work that the receiving company needs to perform. For more information, see "Scope".
• Settings: Details the display options and rules for the contract, and enables you to specify the business rules that Proliance applies to retainage, markup codes, discounts, and other terms and conditions. For more information, see "Contract – Settings".
• Drawings: List all the drawings that are related to the contract. For more information, see "Drawings Page".
• Properties: Contains information about the contract document itself, such as who created the document, and the workspace in which the document was created. For more information, see "Document Properties".

Additional contract information is also available on the following tabs:

• Projects: Lists the projects the document is linked to. Projects listed on this tab must have a project link in common with the originating contract. For more information, see "About the Projects Tab"

• References: Enables you to access documents that are closely related to the contract, including change orders and invoices. For more information, see "Contract – References Tab".
• Holds: Contains tabs on which you can see a list of holds against the contract, and a list of other documents' holds that are affected by the contract. For more information, see "Holds Tab".
• Workflow: Enables you to see where the document is in its lifecycle, who has already performed actions on the document, and who will receive notification when the document changes to a specific state. For more information, see "Workflow Tab".
• Activity Log: Displays all the activities of the document in the order in which they occurred. For more information, see "Activity Log Tab".
• Attachments: Contains a list of all the documents related to this contract. For more information, see "Attachments Tab".