Linking Estimate Payment Terms to Project Schedule

The Link Estimate Payment Terms feature in IntoAEC allows users to link payment terms from an estimate directly to individual project schedules or milestones. Users can select the required payment installments, link them to specific schedule activities, and track their payment details and status from one place.

This helps teams connect project execution with payment schedules, making it easier to manage receivables and monitor upcoming payments.

1. Linking Estimate Payment Terms to a Schedule

To link estimate payment terms:

1. Open the required Project.

2. Navigate to Execution → Schedule.

3. Open the Gantt view.

4. Locate the required schedule or milestone.

5. Click the three-dot menu (⋮) next to the schedule.

6. Select Link Estimate Payment Terms.

7. The system opens the Link Estimate Payment Terms page, displaying the available estimate payment installments.

The page displays the estimate name, total estimate value, and available payment terms with the following details:

• Payment Name: Name of the payment installment.

• Due Date: Scheduled payment due date.

• Amount: Amount associated with the installment.

• Status: Current payment status, such as Pending.

2. Selecting and Saving Payment Terms

Users can link one or multiple payment installments to the selected schedule.

To save the payment links:

1. Review the available payment terms.

2. Select the required installments using the checkboxes.

3. To select all available installments, use the Select All Terms checkbox.

4. The Save Links button displays the number of selected payment terms.

5. Click Save Links to link the selected installments to the schedule.

For example, users can select Payment 1 and Payment 2 from an estimate containing six payment installments and link both to the same schedule.

3. Viewing Linked Payment Terms in the Schedule

Once the payment terms are linked, users can view their details directly from the Project Schedule.

To view linked payments:

1. Open the required Project Schedule.

2. Locate the schedule containing the linked payment terms.

3. Click the three-dot menu (⋮) and select Edit.

4. Navigate to the Scheduled Payments tab.

5. Select Receivables.

The Receivables section displays the linked payment terms with the following information:

• Type: Identifies the payment source, such as Estimate.

• Source: Name of the estimate associated with the payment.

• Payment Name: Name of the linked installment.

• Amount: Payment amount.

• Due Date: Scheduled payment date.

• Status: Current payment status.

This allows users to view estimate payment commitments directly alongside the related schedule activities.

Summary

The Link Estimate Payment Terms feature connects estimate payment installments with project schedules and milestones. Users can link individual or multiple payment terms and view the associated payment details under Scheduled Payments → Receivables.

This improves payment visibility, simplifies receivables tracking, and helps teams manage project schedules and financial commitments in one connected workflow.