Simplify and enhance the process of revising prime contracts when integrated with SIC

Ideally, the locking/unlocking of prime contracts would be permissions controlled.

Once unlocked, the user should be able to edit the prime contract estimate, revenue, cost codes, etc.

To best manage editing of prime contract estimates, cost codes, etc, workflow would include rules for revisions. These revision rules would specify a delta in cost, revenue, and/or margin for which the workflow would need to be re-initiated. The revision rules should also include checkbox for “automatically unlink if rule is met”.

If the condition of the revision rule is met, then the workflow would be automatically abandoned, and the prime contract status would be automatically changed from “approved” to “revised – pending approval”. If “automatically unlink if rule is met” is checked, then the prime contract would also be unlinked from Intacct at this point.

The workflow would need to be re-initiated. Once approved, the prime contract change would be automatically updated from “revised-pending approval” to “approved”.

This change in status would trigger the prime contract to re-appear in the accounting link. Ideally, there would be a column or separate tab for projects/prime contracts, that need to be re-posted to Sage intacct.

Once synced, the prime contract would lock again.

All of the above should be summarized in an audit trail on the prime contract.

The audit trail should include the date, status, user, and additions/subtractions from prime contract.