The contracts menu can be accessed via the left sidebar where a “Contracts” option is listed. This will display a list of all contracts.
Creating a Contract:
To create a new contract, click on the “Create Contract” button to the top right of the menu.
Once in the create contract menu, enter all required details, all category titles marked with a red asterisk indicates required information.
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Below is a table of information regarding some fields of the contract creation form:
Drop-Down Table
Drop-Down Table
Category | Description |
Job Number | An identifying label assigned by you. |
Jurisdiction | If you are in the UK or New Zealand, this field is automatically filled in. If in Australia, the state must be specified. |
Contractor Contract | Select a contractor from from the existing list of contractors you have entered. |
Contract Value | Select one of the contacts associated with the ocntractor. These are the same contacts that you added when adding the contractor. |
Max Retention Allowed | The total value of retentins to be withheld. |
PC Retention Release | The percentage of retention money payed out at the practical completion date. |
Practical Completion Date | The expected date of completion of the project. |
Defects End Date | The latest date at which retentions will be withheld. All retentions are paid by this date. |
Once you have entered all details and ensured they are correct, click the “Create Contract” Button at the bottom of the form. The contract can also be saved as a draft in its unfinished state.
Drafts will appear in the same list in the main contacts menu and are clearly marked as drafts.