ContractComplete is designed to ease the burden of communication between all parties involved in a contract by making sure everyone is on the same page. This begins before the tendering process, and continues all the way to project completion. We are always adding more capabilities and welcome feedback on our product. This article gives a brief overview of how ContractComplete works, and how it fits in to a typical project.

• Roles and Permissions
• Projects & Contracts
• The Contract Life Cycle

Roles and Permissions

Users in ContractComplete are grouped into “companies”. Users within a particular company can have different permissions and can perform different actions based on the selected permissions and their role in the contracts.

Users can be added through the My Company tab, on the User Configuration page by clicking the Add User button.
⚠ Only the Administrator can add or remove the users. For more information about adding users and setting permissions please click here.

Contract Life Cycle

Stage Name	Overview
Draft	The developer may either pick stakeholders to design the contract, or start designing the contract on their own. When the contract is ready, the stakeholder or the developer can start the bidding process.
Tendering	The selected bidders receive a notification telling them that they’ve been selected to bid on a contract. They can now view the contract documents and enter in their unit prices.
Post Tender	The developer may view and compare the submitted bids to select a winner. Negotiation and Reopnening Tender features can be used in this stage.
In Progress	Work on the contract has started, and new actions can be performed. Change orders, progress reports and invoices become available.
Completed	All work has been completed on the contract, and no work remains to be done. The contract will be read-only unless it is re-opened by someone

Roles/Stage Name	Draft	Tendering	Post Tender	In Progress	Completed
Developer	Select stakeholders & bidders Configure deadline & commence the bidding process View/design the tender form and related documents	Make a modification to a document, to the tender form, or change the deadline (bidders will receive a notification for all changes) Add additional bidders	View a comparison of all bids Request that a contractor modify their bid (can be used to correct errors) Pick a winning bid	Propose a change to a contract Group one or more proposed changes into a change order for approval Approve or reject a change order created by someone else Upload and view documents	Re-open a contract
Stakeholders	Configure deadline and commence the bidding process View/design the tender form and related documents	Make a modification to a document, to the tender form, or change the deadline (bidders will receive a notification for all changes) Add additional bidders	View a comparison of all bids Request that a contractor modify their bid (can be used to correct errors) Pick a winning bid	Propose a change to a contract Group one or more proposed changes into a change order for approval Approve or reject a change order created by someone else Upload/view documents	Re-open a contract
Bidders	N/A (bidders cannot view the contract at this stage)	View or upload relevant documents Complete the tender form Submit their bid	Modify their bid, only if the developer or a stakeholder has given them permission to do so	N/A	N/A
Contractor	N/A	N/A	N/A	Create a progress report to track completion of the contract Propose a change to a contract Provide unit pricing for items in a change proposed by the developer or a stakeholder Group one or more proposed changes into a change order for approval Approve or reject a change order created by someone else Upload and view documents