Contract Overview

The Contract Overview provides information for the selected contract. You can view the contract's details, original value, change orders, and adjustments.

To access the Contract Overview, select the Contract tab and click the name of the contract you wish to view.

Contract Details

The Contract Details area displays the basic information for the selected contract. You can edit these details by clicking the Edit button. The available fields are:

• Contract Name- The name assigned to the contract. You can change the name if desired.

• Contract Status- The current status of the contract. Use the drop-down menu to choose open or closed.

• Issue Date- The date the contract was issued.

• Contractor Number- The number assigned to the contractor.

• PO #- The PO number for the contract.

• Contractor- The company to whom the contract is assigned. To be available, companies must be defined as a contractor on the Companies dialog.

• Contract Issuer- The person who issued the contract. To be available, the person must be assigned a role on the People dialog.

• Manager Company-  The company managing the contract. To be available, Companies must be defined as a contractor on the Companies dialog.

• Manager- The person managing the contract. To be available, the person must be defined as a Contracting Officer on the People dialog.

• CSI- The CSI area to which the contract applies.

• Files- Any files associated with the contract.

To Add a File:

1. Click the Add File button. The Attach dialog will appear.

2. Click the Browse button to open a Windows Explorer window.

3. Navigate to the desired file.

4. Double-click the file name to select it.

5. Click the Open button on the Windows dialog to return to IMPACTprogram.

6. Enter a brief description of the file.

7. Click the Submit Files button to add the file to your project.

You can add up to three files simultaneously. Additional files can be added by repeating the process.

To Delete a File:

1. Click the name of the file to be deleted.

2. Click the Remove Files button.

Files related to a contract can also be deleted from the Contract Documents screen.

Once you are satisfied with the Contract Details, click the Save button to apply the changes to the Contract Overview.

Contract Tabs

You can view and edit the Cost, Schedule, and Scope information for the contract on the Contract Tabs.

Cost

The Cost tab deals with financial information related to the contract, and also defines the projects with which the contract is associated. A contract must be associated with at least one project and be assigned a value before cost information will be available. See Project Contracts for information on assigning a contract.

To Associate a Project:

1. Click the Associate Project button. A line labeled Associate Project will appear in the Project column.

2. Click the Associate Project  text in the Project column. A drop-down menu will appear displaying all existing projects organized by folder.

3. Select the desired project.

Contracts associated with a project will display information in the Cost columns. Costs can also be edited on the Project Contracts screen. The following columns are provided:

• Original Contract- The dollar value for a line item at the time it is contracted with the owner. You can enter this value directly by clicking in the cell and typing the number.

• Change Order- The dollar value of owner approved change orders associated with the contract. You can click the button to access the Change Orders screen.

• Current Contract- The current value for the contract including changes.

• Proposed Change Order- Change orders that have not yet been accepted. You can click the button to access the Proposed Change Order screen.

• Project Manager Adjustments- The estimated value of items that may turn into change orders and effect the budget. You can enter this value directly by clicking in the cell and typing the number.

• Projected Total- The estimated final cost of the contract including projections.

• Approved Payments- Payments approved for the contract. You can click the button to access the Payments screen.

You can click the plus sign [+] next to any of the column values to Allocate Costs.

Schedule

The Schedule tab displays information regarding the beginning and end of the contract. The following columns are displayed.

• Project- The name of the project the schedule line is referring to. Contracts assigned to multiple projects will have multiple lines.

• Start Date- The date the contract was issued.

• Original Date Completion-  The date the contract was originally scheduled to reach completion.

• CO Days- The number of days scheduled to complete any Change Orders for the contract.

• Current Date Completion- The date the contract will be complete with the CO days taken into account.

• PCO Days- The number of days scheduled to complete any Proposed Change Orders for the contract.

• PM Estimated Days- The number of extra days that the project manager believes will be necessary to complete the contract.

• Projected Date Completion- The date the contract will be complete with the all added days taken into account.

Scope

The Scope Tab provides an area for documenting contractual requirements.