Contracts Overview

Contracts are agreements between your company and project owners. For example, a contract may cover the construction of an office building.

When you open the Contracts and Commitments app and select a project, the Contracts page appears. This is where you can view and add contracts associated with the open project.

When you select a contract row in the contract table, two detail windows become available: Contract Progress and Related Commitments.

Contract Progress: The Contract Progress detail window shows information about the cost and time progress of the highlighted contract, once work on that contract has started.
Related Commitments: The Related Commitments detail window lists all commitments associated with the highlighted contract.

Select the name of a contract to view all information about it on the Contract Details page. The Contract Details page has five tabs:

General: This tab shows general information about the contract, like its name, total value, and dates.
Line Items: This is where you add and view the individual work items that make up the contract's total value.
Schedule of Values: This tab captures the payment schedule that will be used in payment applications associated with this contract.
Files: This tab is where you link and access files related to the contract. It can include scanned agreements, blue prints, pictures, or any other important documentation.
History: This tab captures the status changes for the contract, such as when it is sent for approval, rejected, approved, withdrawn from an approved state, and closed.

Next: View a Contract