Layout (available in Classic View Only)
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.
Form Style condenses the Addressing of User information to Names only.
Letter Style is only available to RIB CX. For further information please contact your RIB CX Consultant or Support.
Custom Style is if you have a custom style file. For further information please contact your RIB CX Consultant or Support.General > Contract Admin
This option shows for the Contract Form. Contract Admin will show only on contract admin forms.
Budget Variations and Forecasts
Show Linked Budget Line Column
Click here for more information about Allow Unclaimed Line Items to be Changed after the First Claim is Raised..
Require a Linked Budget Line to be Selected for All First Level Lines
Click here for more information.
Cannot Edit Linked Budget When Status is Closed (Not Withdrawn)
Click here for more information.
Budgets
Click here for more information about Show Linked Budget Line Column.
This option shows for the Budget Form. on Budget Settings.
Claims
When Approving Claims, Default the Schedule Amount from What has Been Claimed
Click here for more information.
Allow Manual Retention Adjustments
Click here for more information on Budget Settings.
This option shows for the Contract Progress Claim and Provisional Sum Adjustment Claim Forms.Limit Variation Scheduled / Certified Amount Based on Variation Assessment
Click here for more information.
Is Invoice
Click here for more information regarding .
Allow to
claim more than 100% per line item.Claim More Than 100% Per Line Item
Click here for more information regarding .
Include
uncappedUncapped /
hiddenHidden SoR rows in Retention Calculation
Click here for more information.
This option shows for the Progress Payment Certificate.Retention Calculation Method for Unapproved Variations on Account
Click here for more information.
Contracts
This option shows for the Contract Variation (HCV), Provisional Sum Adjustment and Subcontractor Contract Variation Forms. 
Show Create Claim & Variation Buttons
Click here for more information on Allow progress to be claimed per line item..
Allow Unclaimed Line Items to be Changed after the First Claim is Raised
Click here for more information on Variation Assessment.
Show Zero Commitment
Click here for more information on Can edit the value of variations after a claim..
Show Variation Rates
Click here for more information on Allow claims against unapproved variations.
| Info |
|---|
For more information regarding Contract Admin configuration click here. |
General > Default Values
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...".
General > Quick Text
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.
Show Scope of Works
Click here for more information.
Show Linked Budget Line Column
Click here for more information.
Require a Linked Budget Line to be Selected for All First Level Lines
Click here for more information.
Cannot Edit Linked Budget When Status is Closed (Not Withdrawn)
Click here for more information.
Automatically Link to a New Budget Line on Budget of Type
Click here for more information.
Payments
Show Approved Variation on Accounts Under Approved Variations
Click here for more information.
Show Original and Adjusted contract Sum Lines
Click here for more information.
Payment Certificate Settings
Click here for more information.
Variations
Allow Claims Against Unapproved Variations
Click here for more information.
Can Edit the Value of Variations After a Claim
Click here for more information.
Show Variation Assessment
Click here for more information.
Allow Progress to be Claimed Per Line Item
Click here for more information.
Show Linked Budget Line Column
Click here for more information.
Require a Linked Budget Line to be Selected for All First Level Lines
Click here for more information.
Cannot Edit Linked Budget When Status is Closed (Not Withdrawn)
Click here for more information.
| Info |
|---|
For more information regarding Contract Admin configuration click here. |
| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|