Contract 25.3 Release Notes

General release is available starting 21-APR-2025.

Updated 22-APR-2025

• Value-only schedule of values items – You can now add schedule of value items that have value, including negative and zero value, but have zero quantity. Value-only schedule items give you the flexibility to track and claim value without having to enter a quantity. Also, because schedule of value items are now valid, you can now copy limit line items. Read more

  The Value only check box has been added to the Add schedule item slide-out panel. When the check box is selected, the Schedule quantity and Unit price fields are disabled, and the Hide in plan and progress field is set to YES and disabled. You can then enter any value, including zero and negative values.

  

  The Value only column has been added to the Schedule of value items section of the Schedule of Values register, so you can quickly see that a schedule item is value only.

  

  When you copy a limit line item to the schedule of values, the Value only check box is automatically checked and disabled. The unit of measure defaults to a value of PLS.

  For more information about value-only schedule of value items, see the Schedule of values tab topic under Contract setup. For information about adding a value-only schedule of value item to a vendor change order, see the Schedule of values tab topic under Vendor Change Orders. For information about adding a value-only schedule of value item to a payment form, see the Schedule of values tab topic under Payment Forms.

  When you make a claim against a value only schedule of value item, you can only claim value. The ability to claim quantity is disabled.

  When you add a value-only schedule item to a vendor change order or payment claim, only the Value field is editable. If you convert a certified payment claim that contains a value-only schedule item, you can only claim against the value.

  For information about claiming a value-only schedule item, see Claim schedule items from Contract. For information about converting a value-only schedule itemto an accrual or receipt, see Convert a schedule item to an accrual or receipt.

• Import value-only schedule of value items – The Value only column has been added to all Schedule of values import templates, so you can import value-only schedule items. When the value in the Schedule value only column is set to Yes, only the value is imported. For more information about how to use the template, refer to the Instructions tab of the Microsoft Excel template.

• Import line items at the payment form level – Import and export functions have been added to the Payment form Line items page, so you can quickly add or update line items. Read more

  You can use the import template to add existing items and enter the This submission column values. For more information about importing line items, see Line items tab. For more information about how to use the template, refer to the Instructions tab of the Microsoft Excel template.

• Calculating Change order adjustment values when copying a vendor change order line item into a schedule of values – The calculations for the Quantity, Unit Price, and Value columns in the Change order adjustment section of the Schedule of values page have been updated to more accurately reflect the adjustment. Read more

  Calculations have been refined for the following scenarios:

  • When the line item has a positive net price, a quantity, and a unit price in the Change order adjustments section, the copied schedule item uses the line item change order adjustments quantity and unit price.

  • When the line item has a positive net price and a quantity in the Change order adjustments section but no unit price change, the copied schedule item uses the line item change order adjustment quantity and calculates the unit price as the adjusted net price divided by the adjusted quantity.

  • When the line item has a positive net price and a unit price in the Change order adjustment section but no quantity change, the copied schedule item uses the change order adjustment net price divided by the change order adjustment unit price to calculate the quantity.

  • When the line item has a negative net price in the Change order adjustment section the copied schedule item will be value only.

  For more information, see Vendor Change Orders.

• Invoice net amount and invoice tax amount totals form Payment progress – Totals have been added for the Invoice net amount and Invoice tax amount columns on the Payment progress tab. For more information, see Payment Progress.

• Delete schedule of value items from a contract via a vendor change order – You can now delete a schedule of values item from a contract from the Vendor change order Schedule of values tab, to give you more flexibility when managing change orders. Read more

  From the Vendor change order Schedule of values tab, you can select an existing schedule of values item, and then click the Delete icon.

  

  The item shows with a strikethrough in the vendor change order, and the Schedule quantity and Unit price values are moved into the Change order adjustments section as negative values. When you execute and publish the vendor change order, the schedule item is deleted with a strikethrough in the parent contract.

  For more information, see Schedule of values tab.

• ERP Integration toggle restrictions removed – If you have the Edit contract configuration permission, you can switch the ERP integration toggle in the organization settings (Contracts > Contract configurations > Contract integrations) as needed. Previously, the toggle was locked after a contract had been created. For more information about ERP integration, see InEight Contract Overview .

• Manual adjustments in Line items register – The Manual adjustments column has been added to the Changes section of the Line item register, so you can quickly see the total of all value changes. The values in the column are linked to the Manual adjustments drill-down section of the Changes view.

• Tax ID document type – A new document type of Tax ID form is now available in supporting documents. The document type has a mandatory field for capturing the vendor’s unique tax ID. Previously, you had to create a custom document type or use the Other category to show the vendor tax ID. For information about adding a supporting document to a bid package, see Supporting Documents Tab . For information about adding a supporting document to a contract, see Supporting Documents.

• Diversity participation percentage goal – The Percent field has been added to the Diversity participation section of the contract header, so you can enter the goal percentage. A Comments field has also been added. Read more

  You can have multiple diversity participation categories on a single contract. Each category can have its own percentage. The sum of the percentages does not have to equal 100%. The field is used for tracking and reporting purposes only. It is not validated against the Line items Diversity participation fields.

  

  For more information, see Diversity participation.

• Logic for the Maximum contract value allowed without a change order setting – The setting Maximum contract overage allowed without a change order (%) (organization Settings > Contract > Configurations > Contract type configuration setup) has been renamed Maximum contract value allowed without a change order (%) and now validates both increases and decreases made to the contract without a change order. For more information, see Contract type configuration setup.

• eSignature sender enhancement – The last step of the eSign status on the Supporting documents tab now shows the sender of the envelope with the annotation Receives a copy. Previously, the sender received a copy of the document, but it was not shown in the eSign status hover text. Read more

  

  For information about sending a document for eSignature, see Send contract documents for eSignature via DocuSign.