Payment & Participation Tracker (PPT) Process
The entire process for a ContractBird Contract Payment entry happens in 3 phases, or steps.
Step 1
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Entry is submitted into Contract Bird
Custom Project Builder
Users have the ability to create custom projects separating all levels and tiers of participation.
Payment Entry Created
Users would be able to make payment entries online connected to the project and respective contracts.
Parties Notified
The necessary parties are notified via email and within their connected ContractBird project.
Step 2
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Involved & responsible parties review & respond.
Parties Comment
Involved parties provide feedback, attach documents and comment on listed payment entry information.
Parties Notified
All involved parties are notified when any new comments are added or any change in status.
Entry Confirmation
All parties confirm that the entry is both true and accurate. The entry is then closed and logged for future reporting.
Step 3
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Detailed report created upon close of entry.
Final Comments
After entry is closed, parties can provide comments and view attachments.
Final Report Created
Final reports can be generated on demand.
Parties Notified
The necessary parties are notified via email and within their connected ContractBird project.