(Beta) Debitorenverträge bearbeiten

 In Beta
This content is for participants in the Project Financials: Modernized Experience for Prime Contracts beta program. 

Ziel

So bearbeiten Sie einen Debitorenvertrag. 

Hintergrund

Sie können einen Vertrag jederzeit bearbeiten. Um Ihre Vertragsfinanzdaten vor versehentlichem Hinzufügen, Aktualisieren oder Löschen zu schützen, können nur Benutzer mit den erforderlichen Benutzerberechtigungen einen Vertrag bearbeiten. Darüber hinaus ist Procore standardmäßig so eingestellt, dass Benutzer das Leistungsverzeichnis (LV) nicht bearbeiten können, wenn sich der Vertrag im Status „Genehmigt“ befindet. 

Wichtige Hinweise

Voraussetzungen

Schritte

Einen Primärvertrag bearbeiten

  1. Navigieren Sie zum Primärvertrags- Tool des Projekts.
  2. Suchen Sie den zu aktualisierenden Vertrag in der Liste. 
  3. Klicken Sie auf den Link Nummer, um ihn zu öffnen. 
  4. Klicken Sie auf die Schaltfläche Vertrag bearbeiten. 
  5. Wählen Sie aus diesen Optionen:

Bearbeiten Sie die Basisinformationen

Update the basic contract information as follows:

create-prime-contract-basic.png

 Notes
  • There are no required fields when adding the basic contract information. 
  • If you click the Create button without completing any data entry, Procore saves the prime contract, lists you as the creator, and automatically places it in the Draft status.
  • Number
    To number your contract(s), choose from these options:
    • If you number your contracts using a sequential numbering system, you can enter any combination of alpha-numeric characters in this box. For subsequent contracts, Procore automatically applies consecutive numbering in ascending order.
      Example

      The examples below show you how Procore's ascending consecutive numbering works:

      • If the previous contract was 1, the next contracts are 2, 3, and so on.
      • If the previous contract was PC-0001, the next contracts are PC-0002, PC-0003, and so on.
      • If the previous contract was DCA00010-12-G-0001, the next contracts are DCA00010-12-G-0002, DCA00010-12-G-0003, and so on.
    • If you do NOT number your contracts using sequential numbering, you can manually enter a unique number for each prime contract. To do this, type over the existing entry in the Number box. Duplicate contract numbers are NOT permitted.
  • Contract Company
    Select the name of the company performing the work or supplying materials for this contract. To appear as a list option, see Add a Company to the Project Directory. 
  • Title
    Type a descriptive name for the contract.

Bearbeiten Sie die allgemeinen Informationen

Update the contract with more general information:

create-prime-contract-general-information.png

  • Status
    Procore automatically assigns contracts the 'Default' status. To select a different status, choose one of the status labels from the drop-down list. Options include Draft, Out for Bid, Out for Signature, Approved, Complete, or Terminated. 
     Note
    To create Prime Contract Change Orders (PCCOs) and owner invoices, your prime contract's status must be set to Approved or Complete.
  • Executed
    Place a mark in this check box if the contract has been fully executed. A fully executed contract is a legally effective agreement that has been signed by authorized representatives for each party.
  • Default Retainage
    Enter a number to represent the percentage that will be withheld as retainage on the line items of the contract's Schedule of Values. For example, if you plan to withhold ten (10) percent of the line item's value, enter 10%.
  • Contractor 
    Select the 'Contractor' from this drop-down list. This is the company that your team hired to perform the work. To appear as a list option, Add a Company to the Project Directory. 
  • Architect/Engineer
    Select the lead architect or engineer for the project from this drop-down list. To appear as an option in this list, the company must have a record in the Project Directory. 
  • Description
    Enter a more detailed description of the prime contract. You can apply the options in the formatting toolbar to your text. 

Bearbeiten Sie die Zugriffsberechtigungen

By default, prime contracts are visible to all users with 'Read Only' level permissions or higher on the project's Prime Contracts tool. To change its access permissions, do the following on the 'Contract Access' card:

  1. Optional: Move the Restrict This Contract's Visibility to Only Project Admins and Select Non-Admin Users toggle to the left or right to turn the restriction OFF and ON. Procore turns this setting ON by default. 
     Notes
    • The toggle is BLUE when restrictions are turned ON.
    • The toggle is GRAY when restrictions are turned OFF.
  2. Optional: To provide users with 'Read-Only' or 'Standard' level permissions on the project's Prime Contracts tool with access to the contract, select the person's name from the Access for Non-Admin Users drop-down list. To appear as an option in this list, a user must have a profile in the Project Directory.

    create-prime-contract-contract-access.png
     
  3. Optional: To provide the users in the 'Access for Non-Admin Users' list with access to view the Schedule of Values, mark the Allow These Non-Admin Users to View the SOV Items checkbox. 

Bearbeiten Sie die Daten

To update the prime contract with important dates, do the following:

prime-contract-contract-dates.png

 Note
Your company's Procore Administrator manages the dates that appear in the 'Contract Dates' section using the configurable fieldsets feature. For details, see Which fields in the Prime Contracts tool can be configured as required, optional, or hidden?
  • Start Date
    Select the construction project's official start date.
  • Estimated Completion Date
    Select the construction project's estimated completion date from the calendar control. 
  • Substantial Completion Date
    Select the construction project's substantial completion date from the calendar control. 
     Tip
    If the 'Substantial Completion Date' field is available on your project, keep in mind that Procore automatically updates the 'Substantial Completion Date' to match the 'Revised Substantial Completion Date' from each Prime Contract Change Order (PCCO) when each change order is 'Approved.'
  • Actual Completion Date
    Select the construction project's actual completion date.
  • Contract Date
    Select the contract date from the calendar control. 
  • Signed Contract Received Date
    Select the date from the calendar control. The signed contract received represents the date that the executed contract was received.
  • Execution Date
    Select the date from the calendar control. The execution date represents the date the agreement was signed by authorized representatives of all contract parties. 
  • Issued On Date
    Select the date from the calendar control. The issued on date represents the date the contractual agreement was issued to both parties.
  • Returned Date
    Select the date from the calendar control. The returned date is the date the contract was returned.
  • Letter of Intent Date
    Select the Letter of Intent (LOI) date from the calendar control. 
  • Approval Letter Date
    Select the Letter of Approval (LOA) date from the calendar control.
  • Contract Termination Date
    Select the date from the calendar control. A contract termination date is a date outlined in the prime where all parties have met all contractual obligations and terms.
  • Delivery Date
    Select the date from the calendar control. 

Bearbeiten Sie die Einschlüsse und Ausschlüsse

Contract inclusions and exclusions vary from project to project. However, the intent is to define exactly what is included and NOT included in the contract's price and scope of work. To update the contract's 'Inclusions and Exclusions' card, do the following:
create-prime-contract-inclusions-exclusions.png

  • Inclusions
    Add the contract's inclusions in this box. You can apply the options in the formatting toolbar to your text. 
  • Exclusions
    Add the contract's exclusions in this box. You can apply the options in the formatting toolbar to your text. 

Bearbeiten Sie die Abrechnungsmethode

The first step when updating a Schedule of Values is to define the accounting method for the contract. The method you choose also applies to all change orders and/or invoices for that contract. The accounting method can only be changed BEFORE you add line items to an SOV. Procore does NOT permit you to change a contract's accounting method after line items are added. 

 Tips
  • What's the difference between the Amount Based and Unit/Quantity Based contract? For details, see How do I set the accounting method for a contract or funding?
  • Is the contract's accounting method automatically applied to a contract's change events? No. If you want your team to enter Unit/Quantity amounts on change events, you must mark the 'Display UOM, Revenue Qty, Revenue Unit Cost, ROM Unit Qty, and ROM Unit Cost Columns' check box in the Configure Settings page of the Change Events tool. See Configure Settings: Change Events.
  • Is the contract's accounting method automatically applied to a contract's change orders and invoices? Yes. If you choose an Amount based contract, Procore generates Amount based change orders and invoices. Similarly, an Unit/Quantity based contract produces Unit/Quantity Based change orders and invoices.
  • Does a contract's PDF export file reflect the contract's accounting method? Yes. If you choose an Amount based contract, the PDF export file is Amount based. Similarly, an Unit/Quantity based generates a Unit/Quantity Based PDF export file. If you have an Amount based contract and want to include Unit/Quantity information in the PDF export file, your company's Procore Administrator must Request Services from Custom Solutions.
  • To change the accounting method to Unit/Quantity, click the Change to Unit/Quantity button. 
  • To change the accounting method back to Amount-Based, click the Change to Amount Based button. 

Bearbeiten des Leistungsverzeichnisses

Bei der Bearbeitung eines Leistungsverzeichnisses haben Sie diese Möglichkeiten:

Bearbeiten einer Einzelpositionen

Sie können eine vorhandene Position mit der Inline-Bearbeitungsfunktion bearbeiten. Klicken Sie einfach auf eine der Datenzellen und ersetzen Sie den vorhandenen Inhalt. 

Hinzufügen und Löschen von Einzelpositionen
  1. Zum Vertrag navigieren.
  2. Klicken Sie auf die Registerkarte Leistungsverzeichnis.
  3. Klicken Sie auf die vertikale Ellipse (⋮). Wählen Sie dann eine der folgenden Optionen:
    • Darüber einfügen.Wählen Sie diese Option, um eine Einzelposition oberhalb der aktuellen Position hinzuzufügen. Hinzugefügte Positionen werden auf der Registerkarte „Änderungsverlauf“ des Vertrags aufgezeichnet.
    • Darunter einfügen.Wählen Sie diese Option, um eine Position unterhalb der aktuellen Position hinzuzufügen. Hinzugefügte Positionen werden auf der Registerkarte „Änderungsverlauf“ des Vertrags aufgezeichnet.
    • Löschen.Wählen Sie diese Option, um die aktuelle Einzelposition zu löschen. Gelöschte Einzelpositionen werden auf der Registerkarte „Änderungsverlauf“ des Vertrags erfasst. 
  4. Klicken Sie auf Speichern.
Einzelpositionen neu anordnen

Um eine Einzelposition an den Anfang der Liste zu verschieben, klicken Sie auf die Zelle, die Sie verschieben möchten. Geben Sie dann „1“ in die Liste ein. Dadurch wird die ausgewählte Zeile an den Anfang der Liste gesetzt und alle vorhandenen Einzelpositionen werden in aufsteigender Reihenfolge angeordnet. 

Anhänge bearbeiten

Sie können Anhänge zu einem Debitorenvertrag hinzufügen oder löschen. Sie können Anhänge hinzufügen und löschen, wenn sich der Vertrag in einem beliebigen Status befindet. 

Anhänge hinzufügen

To add file attachments to a prime contract:

  1. On the 'Attachments' card, click Edit.
  2. Click Attach Files. 
  3. In the 'Attach Files' dialog box, highlight the location where the files to upload are stored. Options include:
    • My Computer. Click Upload Files to open your computer's finder. Select the files to upload and click Open. 
    • Photos. If the Photos tool is active on the project, choose the location from the Select Album list and then search for the file(s) to upload. 
    • Drawings. If the Drawings tool is active on the project, choose the area from the Select Area list and then search for the file(s) to upload. 
    • Forms. If the Forms tool is active on the project, choose the template from the Select Template list and then search for the file(s) to upload. 
    • Documents. If the Documents tool is active on the project, navigate to the folder storing the file(s) to upload and then highlight them. 
  4. Click Attach. 

    create-prime-contract-attach-files.png

    A progress indicator shows you the status of the upload. 
  5. Click the Close (X) icon on the Attach Files dialog box.  
Anhänge löschen

So löschen Sie einen Anhang:

  1. Klicken Sie auf der Karte „Anhänge“ auf Bearbeiten.
  2. Klicken Sie auf das (x) für die Datei, die Sie löschen möchten. 
    prime-contract-delete-attachment.png
  3. Klicken Sie auf Speichern auf der Karte „Anhänge“.

Siehe auch

 

If you would like to learn more about Procore's prime contract software and how it can help your business, please visit our construction contract management software product page icon-external-link.png.