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General > Quick Text

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Quick Text

Add quick text that applies to a single or multiple forms.

You can add quick text that can be applied to one or many forms. Click here for more on how to configure this. 

Layout (available in Classic View Only)

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Layout

Select how the Action and Info user information will Display

Correspondence Style expands the Addressing of User information to include Company and Contact Numbers.

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Form Style condenses the Addressing of User information to Names only. 

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Letter Style is only available to RIB CX.  For further information please contact your RIB CX Consultant or Support.

Image RemovedCustom Style is if you have a custom style file.  For further information please contact your RIB CX Consultant or Support.

General > Contract Admin

Contract Admin will show only on contract admin forms.

This option shows for the Contract Form

Click here for more information about Allow Unclaimed Line Items to be Changed after the First Claim is Raised.

Click here for more information about Show Linked Budget Line Column.

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This option shows for the Budget Form.

Click here for more information on Budget Settings.

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This option shows for the Contract Progress Claim and Provisional Sum Adjustment Claim Forms.

Click here for more information regarding Allow to claim more than 100% per line item.

Click here for more information regarding Include uncapped / hidden SoR rows in Retention Calculation.

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This option shows for the Progress Payment Certificate.

Click here for more information.

This option shows for the Contract Variation (HCV), Provisional Sum Adjustment and Subcontractor Contract Variation Forms. 

Click here for more information on Allow progress to be claimed per line item.

Click here for more information on Variation Assessment.

Click here  for more information on Can edit the value of variations after a claim.

Click here for more information on Allow claims against unapproved variations.

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Info

For more information regarding Contract Admin configuration click here. 

General > Default Values

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Default values

Specify default text for some document fields.

In Title name you can specify the label for the Title box. 

In Title text, you can specify the default text that appears in the document title. 

In Header, you can enter information you would like to be displayed at the top of the text of this form, e.g. you may wish to include "according to clause xxx of the contract we hereby...".

In Body, enter information you would like to display between the Header and Footer text of this form. 

In Footer and Footer2, enter information you would like to display at the bottom of the body text of this form, e.g. "this memo does not necessarily constitute a variation...".

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