Why Contractor Assignment Matters

Contractor Payments rely on Work Plan work item assignments. CDM builds the contractor list from contractors and subcontractors assigned to Work Plan items.

If a contractor does not appear on the payment form, the Work Plan line assignments should be reviewed first.

Contractor Sources

A contractor may appear because they are assigned as:

• Contractor on a work item.
• Subcontractor on a work item.

The payment form shows the work items connected to the selected contractor.

Work Item Lines

For each selected contractor, CDM displays the contractor's applicable Work Plan lines. This keeps payments tied to the actual scope being paid.

Adjusted Bid and Unpaid Balance

The payment form shows two important reference amounts:

• Adjusted Bid: item bid plus total change orders.
• Unpaid Balance: adjusted bid minus total distributions.

Use these values to decide what should be paid on each line.

Allocation Guidance

When entering payment amounts:

• Allocate the payment to the line items actually covered by the invoice, draw, or inspection.
• Do not place the entire payment on one line unless the payment truly applies to that line.
• Avoid exceeding the unpaid balance unless the overage is intentional and documented.