Copy a subcontract

Step 1: Specify the source subcontract

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Subcontracts in the Procurement section.
3. Select Actions > Copy Subcontract.
4. Optionally, update the Project number as needed.
5. Select the Prime Contract.
6. Select the Subcontractor Company and Subcontract #.
7. Select Next.

Step 2: Specify the subcontract items and new subcontract information

1. In the Subcontract Lines section, select one or more items as needed.
2. In the New Subcontract Information section, do the following:
   1. Select the target Project and Prime Contract.
   2. Optionally, update the Subcontract # as needed.

      Sage Construction Management automatically assigns the next number in sequence, based on the existing records and the default format.

   3. Optionally, update the Issue Date.

      The default value is today's date.

   4. Optionally, update the Subcontract Type as needed.

      By default, this field is set to the type of the original subcontract.

   5. Enter the Subject.
   6. Select the Subcontract Status.
   7. Update the Status Date.

      The default value is today's date.

3. Select Finish.