We are now able to enter and track Vendor agreements within Riskcast as they relate to job cost. Before being able to accomplish this task, the appropriate permissions need to be set up within the security roles. Under "Job Cost", there will be a new permissions level for "Vendors Access" and "Vendor Contracts Access". Both default to None (no access at all), but can be set to "View Only" (see but not do anything) or "Full Access" which allows a user to add/edit/delete. 

 

 

Adding a Vendor to a Project

 

To get started, we will need to add Vendors to a project. This implies that the vendor already exists at the Organizational level. To add a vendor to a project, navigate to the Job Cost Module and select the "+" button. 

 

 

A pop up window will appear. Select the project and the vendor name. Then, click the save button. 

 

 

This list of vendors also allows you to track which vendors are active or not active on your project by change the "active" status and clicking the save button. Deleting a vendor is possible as long as they have no associated contracts or other associated history. If the vendor has a contract but is no longer being used or has completed the work, change the vendor status to "not active". 

 

 

 

Adding a Vendor Contract to a Project

 

Now that a vendor has been added, we can continue to add a contract. Click on the "Contracts" tab within the Vendor and Vendor Contracts module. Then click the "+" button to add a contract. 

 

 

A pop up window will appear. Enter the contract number, select a vendor (from the vendors list), enter a date and the description of the contract work and press save. 

 

 

The contract will be created and the user is returned to the list. To continue adding items to the contract, click the green pencil button beside the contract item to edit the contract. A new screen will open which will have the basic contract information and an area where the user can add specific contract line items. To add a line item, click the green "+" button in the bottom section. 

 

Select the cost code for a line item (only S types will appear for selection), choose whether the line item is "unit cost" or not, enter the appropriate quantity/line item cost information dependent upon the type of line item and enter a line item description and click save. This should be done for every line item in the contract. 

 

 

A contract can also be tracked by status (draft, open, approved). Changes can be made to the contract at all times, but a line item cannot be deleted once it has been used in another location (forecasting, etc.)