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Contract Administration

Integrated throughout eTrack are features to support Contract Administration. If security allows, staff can search and create RFIs, certificates, instructions, progress reports, progress claims, defects, adjustments of time, adjustments of contract fees and keep track of contract details and insurances. Construction Stages and Milestones are defined from templates and edited graphically in the Scheduler.

But much more than this, eTrack now also includes full document management, email support, file/directory management and transmittals, all integrated using the common user interface.

Key Benefits

  • Not a separate 'module' but fully integrated with all other eTrack functionality and User Interface that means there is little to learn and minimal staff training.
  • Integrated with Document management with version control.
  • Create, send and receive emails with attachments.
  • Powerful Transmittal register with automatic population from emails.
  • Search and view transmittals by project, client, document, date, consultant etc.
  • Automatically create a project directory structure when creating a project in eTrack.
  • Automatically save documents in pre-defined directories depending on the document type.

Construction Stages

Different Constructions can be defined as templates and Construction Stages created for each. You can have more than one 'Construction' for a project. Typically these are represented as Milestones that depend on each other and can be viewed in the Schedule.

By viewing the Construction Stages and Architect CA Phase together you'll graphically be able to adjust resources on the CA Phase to reflect changes in the Construction schedule.

eTrack Contract Administration screen shot of Construction stages schedule

Contract Administration Registers

When you select the Construction part of the Project, eTrack displays a 'Register' for each of the following allowing simple fast access to everything to do with Contract Administration.

  • Progress Reports.
  • RFIs.
  • Contract Instructions.
  • Adjustments of Time (that automatically updates the Practical Completion Date Milestone).
  • Contract Sum Adjustments (that automatically updates the Contract Fee).
  • Defects.
  • Certificates.
  • Progress Claims.
  • Insurances.
eTrack Contract Administration screen shot of the subtabs of the contract administration register

Each Register can be sorted, filtered, printed, exported and the details viewed by simply double clicking, using the same common user interface as the rest of eTrack.

Your administrator has complete control of the fields in each register and their field types. Field types for example can be text, a memo, a lookup of a recipient, date, number, currency amount, checkbox, other user defined lookups, document attachment, date alert etc.

Documents, Directories, Files, Emails and Transmittals

Also associated with Contract Administration is...

  • Careful management of all documents and drawings.
  • Automatic filing of documents in directories on your server or FTP site.
  • Recording of all documents sent and received in a transmittal register.
  • Emailing one or more documents to one or more recipients from within eTrack and automatically recording each recipient/document pair in the transmittal register.
  • Receiving incoming emails and logging them against the contact sending the email and if possible the project

Please see the Features Menu for more.

eTrack brings the power and flexibility of a complete system to manage Contract Administration, integrated with your practice management system.