Opening the Form

From the Contractor Payment list, choose Add Payment.

The form opens in the Work Plan context and shows the Work Plan name in the header.

Required Fields

A contractor payment requires:

• Contractor.
• Payment Date.
• Check / Reference #.

A description is optional but recommended when the payment needs extra context.

Choosing the Contractor

The contractor dropdown includes contractors assigned to Work Plan items. If the contractor is missing, check the Work Plan work item assignments or bid award state.

Work Item Payment Lines

After selecting a contractor, CDM displays work items assigned to that contractor or subcontractor.

For each line, staff can review:

• Work item name.
• Adjusted bid.
• Unpaid balance.
• Payment amount field.

Enter the amount paid for each line covered by the payment.

Saving