Contract 25.7 Release Notes

This is a preview of the upcoming release. General release is available starting 25-AUG-2025

• Vendor payment claims – Vendors can now submit payment claims directly into Contract from the Vendor contract summary page. Read more

  The Payment claims section has been added to the Vendor contract summary page. This section lets vendors add payment claims to Contract. Vendors also use this section to view comments on existing payment claims.

  

  The vendor clicks the Add icon to add a new payment claim. The vendor's Payment claim details page opens, where they enter the payment claim description, the dates of the work completed, the date of the payment claim, and comments. The Payment claim ID is set to New and is not editable.

  

  After the vendor saves the payment claim, they can enter new or existing schedule of value items on the Schedule of values tab. Existing schedule items are pulled from the parent contract. The vendor can see the submission in their Schedule of values register and can edit values in the Vendor submission section.

  

  Any schedule item added by a vendor is automatically hidden in InEight Plan and InEight Progress. The Contract user can edit the schedule item to make it visible in Plan or Progress if applicable.

  The invoices tab lets vendors add and edit invoices. Vendors can submit invoices from the invoices tab or when they submit the payment claim.

   

  

  When the vendor user is ready to submit their payment claim to Contract, they can click the Submit button. Any invoices that are in the Draft state are automatically submitted, and the invoice status is set to Pending. The vendor can recall the submission if they find they have made a mistake if the Contract user has not received the payment claim or sent it back to the vendor.

  For the Contract user, the project Payment claims and Invoices tabs show a badge noting the number of new items when there are submitted invoices or payment claims that require attention.

  

  The Send to vendor and Received buttons have been added to the Payment claims page. If the new Payment claim is satisfactory, click the Received button to let the vendor know it has been received. If the payment claim needs some attention from the vendor, click the Send to vendor button. The claim is sent back to the vendor, where they can make changes and resubmit it.

  After the claim has been accepted, the claim is given a numeric ID instead of the New ID.

  When you certify the payment claim, the schedule of values is no longer editable by both the Contract user and the vendor. The vendor can still add invoices.

  The Vendor claim status has been added to the Payment claims register. The Payment claim status can be Pending, Recalled, Received, Returned, or Certified.

  The Date History section has been added to the Payment claim details for both Contract and the vendor, so you can see each exchange between you and the vendor. This information can be exported to a Microsoft Excel spreadsheet.

• Schedule of values enhanced single grid view – The Schedule of values page has been updated to have the same look and feel as the Line item page, including color coded column sections. The new page layout also improves performance when loading or scrolling the Schedule of values register. Read more

  The page includes the Schedule of values single grid toggle that lets you switch between the new layout and the layout from previous releases.

  

  Color coding is consistent with the color coding on the line items tab.

• Schedule of values section updates – The Change orders section of the Schedule of values page has been renamed Changes to be consistent with the Line items page. Also, the Manual adjustments column has been added to the Changes section, so you can quickly see the total of all value changes made without a vendor change order after the contract is published. In the Schedule of values items section, the new Original value column shows the value of the item when the contract was published. Read more

  Prior to publishing the contract, the Original value column shows the current value. Publishing captures the current values as the original value. If you add a new schedule item after the contract is published, the new item will have the Original value column set to 0, and the Manual adjustment column set to the amount of the new schedule item.

• Add invoices to a certified payment claim – If you miss adding an invoice to a payment claim before it was certified, you can now add it after certification. You can also edit invoices after certification if they are not on a submitted payment form or if the payment form is approved or in any approval workflow.

• Maximum Schedule value change without a change order setting – You can now specify the percent at which a schedule of values item can be updated before a change order is required. The new setting Maximum Schedule value change without a change order has been added to organization Settings > Configurations > Contract type configuration setup. Read more

  The setting shows only when the Use schedule of values for this contract type field is set to Yes.

  

  The setting validates both increases and decreases made to the schedule item. When you set a percentage and you make a change that exceeds the threshold, an error shows, and you cannot save the schedule of values until you are within the threshold.

  If you want all changes to require a change order, enter 0 in the field. If you want to allow all changes without a change order, select the Unlimited check box.

• Export data from Line items Progress, Payment forms and Changes drill-down views – You can now export data from the Progress, Payment forms, and Changes views of the Line items tab to a Microsoft Excel spreadsheet to give you easier access to data. Read more

  The Excel format makes it easy to scroll through the data if you are looking for discrepancies.

  The Export icon has been added to the toolbars on the Progress, Payment forms, and Changes drill-down pages.

  

  To export, select an item from the drill-down view and then click the Export icon. The data is exported to an Excel spreadsheet.

  

  If there are multiple grids in the drill-down view, for example, the Progress drill-down view has grids for invoice receipts and goods receipts, the Excel spreadsheet shows the data on separate tabs.

• Vendor change order effective date defaults to current date – When you add a vendor change order, the effective date field now defaults to the current date. You can change the date as needed.

• Payment claim Contract line item ID – The Contract line item ID column has been added to the Payment claims Schedule of values register, so you can quickly see the line item associated with the Schedule of values item.

• Import and export template drop-down lists – Drop-down lists for the Schedule item ID and Contract line item ID fields have been added to templates for line item and schedule of values imports, so you can quickly select an ID instead of entering it manually. Read more

  The Schedule item ID drop-down list has been added to the VCO import and the imports for Schedule of values payment forms and payment claims.

  The Contract line item ID field was added to the following import templates:

  • Contract Schedule of values

  • Vendor change order Line item

  • Vendor change order Schedule of values

  • Payment form Line item

  • Payment claim Schedule of values

• Contract register Schedule of values columns – The Schedule value column on the main Contract register has been renamed Current schedule value. The Original schedule value column has been added to show the original value of the Schedule of values at the time the contract was published.

• Line items page standard view removed – The Line items page now shows in the enhanced single grid view only. The old standard grid is no longer available, and the Line item single grid toggle has been removed from the Line items page.