Subcontracts

A subcontract is the formal agreement TrueGrade generates when you award a bid. It captures the vendor, the agreed scope of work, the contract amount, retention terms, insurance and bonding requirements, and the milestone dates for the job — and it carries the winning bid’s line items forward so nothing is re-keyed. Each subcontract moves through a defined status lifecycle from draft to complete.

Who Uses This

Creating and managing subcontracts is limited to Admin and Project Manager roles (and Platform Admin). Subcontracts is a plan-gated feature — if your organization’s plan doesn’t include it, the screen prompts you to upgrade rather than showing contracts.

Where to Find It

Subcontracts sits under the Preconstruction group in the left navigation sidebar. Use the Project selector at the top of the screen to switch between active jobs.

Generating and Managing a Subcontract

Award a bid

Subcontracts are created from the Bid Comparison page. When you award a bid, choose Generate Subcontract from the award. TrueGrade copies the vendor, the solicitation title and scope, the award amount, and every response line item into a new draft subcontract — so the contract matches the bid the vendor actually submitted.

Review the subcontracts list

Open Subcontracts and select the project. The table lists every subcontract with its status, contract amount, retention percentage, and start/end dates. Search by contract title or number, or filter by status.

Fill in the contract details

Open a subcontract to complete it while it is still in Draft. You can set the contract number, scope of work, retention percentage (defaults to 10%), insurance and bonding requirements, and the schedule dates — notice to proceed, start, end, signed, and substantial completion. Line items can be edited only while the subcontract is a draft.

Move the subcontract through its lifecycle

Advance the status as the agreement progresses: Draft → Sent for Signature → Executed → In Progress → Complete. A subcontract can be moved to Terminated from most states. TrueGrade only allows valid transitions, so you can’t skip a required step.

Because a subcontract is generated from an awarded bid, the fastest path to a clean contract is a well-structured solicitation with clear line items. See Bid Management for how to run the award.

Bid Management — compare bids and run the award that generates a subcontract
Schedule E / Scope of Work — the structured scope-of-work document between contractor and vendor
Vendor Scorecard — how subcontract schedule performance feeds a vendor’s score
Pay Applications — bill and pay against an executed subcontract