How to use the subcontract overview

The subcontract overview gives you a full summary of all contracts within a project.

Steps

1. Open your project.
2. Go to Subcontracts.

At the top, you’ll see six summary boxes:

1. Contracted costs – total value of all active contracts.
2. Prepayment – total value of prepayments made.
3. In-payment applications – total approved amounts from payment applications (not necessarily invoiced yet).
4. Retainage – total retention value across all contracts.
5. Approved costs – total approved costs to date on all contracts.
6. Free – contracted costs minus approved costs (amount still unpaid).

Tip: On payment applications, retainage, and approved costs, you may see a yellow figure. This indicates pending amounts — for example, a payment application or invoice received but not yet reviewed.

Below the top summary, you’ll find two tabs:

• Subcontracts – list of all active contracts
• Drafts – contracts created but not finalized

The subcontract list includes the following columns:

• Contract name
• Subcontractor name
• Date (creation date and last email sent)
• Contracted costs (total contract value)
• Prepayments (total prepayments made)
• Committed (approved claims/payment applications)
• Retainage (retention held)
• Approved costs (costs to date for the contract)
• Free (amount still unpaid)

From this view, you can also batch send valuation templates:

1. Tick one or several checkboxes on the left of the contract rows.
2. Click Send valuation templates via email.
3. The selected subcontractors will receive the valuation templates.