Contractor payments track draws against awarded work. They connect construction payment activity back to work plan items, accepted bid amounts, change orders, and unpaid balances.

Before Recording Contractor Payments

Confirm:

• Work items exist.
• Bids have been recorded when required.
• The contractor has been awarded the relevant work items.
• Accepted bid amounts are correct.
• Loan project or funding assignment is complete when required.
• Inspection or draw approval requirements have been satisfied.

Setup Guidance

The Work Plan Summary setup panel recommends Pay Contractors after work items and bids exist.

Use this as a reminder that contractor payment should follow scope and bid setup, not happen before the plan has award detail.

Contractor Payment Request Report

Use the Contractor Payment Request report when generating payment request documentation for a contractor.

Select the contractor in the popup.

Before generating the report, review awarded work items, payment history, distributions, and unpaid balance.

Payment Distribution

When contractor payments affect project, work item, or funding balances, review distribution carefully.

Payment distribution should match the intended contractor draw and funding source.

If a payment changes project balances unexpectedly, stop and reconcile before continuing.