Create a New Subcontract Detail

This guide outlines how to efficiently create a subcontract in the finance system. It includes entering trade descriptions, attaching documents, and setting retention rates. Following these steps helps streamline subcontract creation, reduce errors, and ensure compliance.

Step By Step Guide

1. Click "Finance" on the Plexa Dashboard

2. Click "Commitments" Icon in the finance menu

3. Click "+Create Subcontract"

4. Select the "Subcontract Type" button eg Major, minor, supplier agreement etc

5. Select the "Subcontractor" you want to allocate the Commitment to from dropdown list

6. Complete the "Trade Description" field

7. Enter the "Subcontract Description" field

8, If Retention is Applicable Click "Yes"

9, Enter the "Maximum Retention Rate" field

1. Enter the "Retention Rate Till Max Reached" field

2. Click "Create New Subcontract Detail" to create the Claim Schedule from Scratch. "Import from Excel" or "Use Agreed Returnable Schedule" if you have awarded the tender from Procurement Module

3. Click "Add Item" to add more rows

4. Select "Lump Sum" which can be wither Standard Lump Sum with just Total Amounts. Select the "Lump Sum Granular" field if you wish to assign Qty, Unit and Rates.

5. Or Select "Schedule of Rates"

6. Enter the "Description" "Unit" "Rate" field. Enter a value in the "Commitments" column to commit a certain value to your budget

7. Click "Save"

Article last updated 18.11.2025

Video Tutorial

For a visual guide, please watch the tutorial below