Need help with customer contracts topics in Core-CT? We’ve assembled a host of training resources, job aids, and more to help you use Core-CT to complete customer contracts tasks. Explore the topics below for more specific guidance and information.
Customer contracts job aids
- Amend a contract (PDF) - Learn the process for how to update a customer contract in Core-CT.
- Billing process narrative (PDF) - Read an overview of how Project Costing works with Customer Contracts to generate project-related customer billing, also known as rate-based project billing.
- Cash Management Improvement Act compliance (PDF) - Read an overview of the Federal Cash Management Improvement Act (CMIA), which details information that allows for full compliance with the act, timely posting of financial transactions, and the flexibility to change to meet future CMIA requirements.
- DOT: Change bill status, finalize and print bill (PDF) - Learn how to change the status of a bill, finalize bills, and print bills in Core-CT.
- Create customer contract with rate-based contract lines (PDF) - Learn how to create a Customer Contract with a rate-based contract line in Core-CT.
- Enter a rate based customer contract (PDF) - Learn how to enter a rate-based contract in Core-CT.
- List of customer contracts queries and reports (PDF) - Read a list of the different customer contract queries in the Enterprise Performance Management (EPM) system.
- Project costing/customer contracts - Billing integration flow (PDF) - View a flowchart of how Customer Contracts, Project Costing, and Billing work together throughout a project.
- Project costing and customer contracts reports (PDF) - Explore a list of reports that can be run in Core-CT for Project Costing and Customer Contracts data.
- Report: Contract limit report (PDF) - Learn how to run a report that displays customer contract balances by business unit and contract classification.
- Review Contract information (PDF) - Learn how to get summarized information about a specific contract once it has been established.
- Should our agency use project costing and customer contracts? (PDF) - Learn the main reasons for using Project Costing and/or Customer Contracts, and questions to consider when choosing between the two.
- Unlinking a project and activity from an existing contract (PDF) - Learn how to unlink a Project and Activity from an existing Contract in Core-CT.
- WorkCenter: WorkCenter personalization (PDF) - Learn how to personalize your Customer Contracts WorkCenter to be most efficient to your role with the State.
Customer contracts job aids for Department of Transportation (DOT) use only
- DOT: Adjust billing (PDF) - Learn how to adjust billing when a source type is incorrect or when a billing adjustment is needed.
- DOT: Amend a contract (PDF) - Learn the process for how to update a customer contract in Core-CT.
- DOT: Enter a rate-based contract (PDF) - Learn how to enter a rate-based contract in Core-CT.
- DOT: Managing OLT with changes FED reimbursement - DOTM1 (PDF) - Learn how to manage OLT with changes FED Reimbursement in Core-CT.
- DOT: Running the FHWA interface (PDF) - Learn the process used to bill and generate invoices to receive reimbursement for completed highway work funded by the Federal Highway Administration.