The contracts list is where all of your projects live. As your list grows, search, filters and sorting make it quick to find exactly the contract — or set of contracts — you're after, including the ones with retention coming up for release.
In this article we walk you through:
Opening the contracts list
Searching for a contract
Filtering by status
Filtering by what's due soon
Filtering by outstanding claims
Sorting the list
Reading the columns
Opening the contracts list
In the left sidebar, click Contracts. This displays the contracts in your workspace, with the search box and filters along the top.
Searching for a contract
Use the search box at the top left of the list to find a contract by its project name, job number, or anything you've written in its notes. Type your term and press Enter; a "Showing results for…" line confirms what you searched. Click Clear to return to the full list.
Filtering by status
The Status filter controls which contracts appear, based on whether they're a draft, active, or closed:
Open (the default) — shows active and draft contracts, and hides closed ones.
Active, Draft or Closed — shows only contracts with that status.
All — shows every contract, including closed ones.
Note: Because the list defaults to Open, closed contracts are hidden until you choose Closed or All. For more on closing and reopening, see Closing and Reopening a Contract.
Filtering by what's due soon
The Due soon filter helps you focus on contracts with retention coming up for release. Choose a window — Due within 30 days, 60 days or 90 days — and the list narrows to contracts whose Practical Completion or Defects release date falls within that window.
"Due soon" also includes any dates that have already passed but still have retention left to claim — so overdue releases you haven't actioned yet won't slip through the cracks. Contracts where the claim has already been resolved drop out of the list automatically. Set the filter back to All dates to remove it.
Filtering by outstanding claims
The Payment Claims filter narrows the list by whether a contract has a claim you're still waiting on:
With outstanding claims — only contracts that have a payment claim you've sent and not yet closed.
Without outstanding claims — the rest.
All claims (the default) — switches the filter off.
It works alongside the status, due-soon and search filters, so you can combine them to narrow things down — and you can see the full list of outstanding claims on the Payment Claims page. See Monitoring Your Payment Claims.
Note: On a UK workspace this filter reads "reminders" — With outstanding reminders, Without outstanding reminders, and All reminders.
Sorting the list
Click a column heading to sort the list by that column; click it again to switch between ascending and descending. Sorting applies across every page of results, not just the page you're looking at. You can sort by:
Created — when the contract was created
Contract Name
Status
Value — the contract value
PC Balance and Defects Balance — these sort by their release dates (Practical Completion and the end of the Defects Liability period)
Note: While you have a search term active, results are ordered by best match. As soon as you click a column heading to sort, your chosen order takes over.
Reading the columns
Each row in the contracts list shows:
Column | What it shows |
Created | The date the contract was created in Retention Track. |
Contract Name | The project name, with the company it sits under shown beneath it. |
Status | Draft, Active or Closed. |
Counterparty | The contractor that withholds retention against the contract. |
Value | The contract value, shown excluding sales tax (GST/VAT). |
PC Balance | The retention still outstanding at Practical Completion, with the Practical Completion date beneath it. |
Defects Balance | The retention still outstanding at the end of the Defects Liability period, with the Defects end date beneath it. |
To create a new contract from this list, click Create Contract at the top right — see Creating a Contract.