Contracts
The Contracts screen manages all formal agreements between your organization and its customers. A contract is typically created after a tender has been won or a quote has been approved and accepted by the customer. It captures the agreed scope of work, contract value, timeline, and terms that govern project execution.
Contracts serve as the bridge between preconstruction (sales) and operations (execution). Once a contract is finalized, it can be linked to one or more execution jobs where the actual work is planned, resourced, and delivered.
Contract List
The main view presents a tabular list of all contracts with sorting, filtering, and pagination controls. The following columns are displayed:
| Column | Description |
|---|---|
| Contract Code | A unique identifier assigned to each contract, typically auto-generated based on organizational numbering rules. |
| Contract Name | A descriptive title for the contract, often derived from the project or tender name. |
| Customer | The customer party to the contract, selected from the Customer Master. |
| Job | The execution job linked to this contract. A contract may be linked to one or more jobs. |
| Contract Value | The total agreed monetary value of the contract, displayed in the contract currency. |
| Start Date | The contractual commencement date for the scope of work. |
| End Date | The contractual completion or expiry date. |
| Status | Current status of the contract. Typical values include Draft, Active, Completed, and Cancelled. |
Contract Detail Fields
When creating or editing a contract, the detail form includes the following fields:
| Field | Description |
|---|---|
| Contract Code | Unique identifier. May be auto-generated or manually entered. |
| Contract Name | Descriptive name for the contract. |
| Customer | Dropdown selection from the Customer Master. This is a required field. |
| Business Unit | The business unit responsible for executing this contract. |
| Contract Value | Total agreed value. This may be revised through variation orders during execution. |
| Currency | The currency in which the contract value is denominated. |
| Start Date | Planned or actual commencement date of the contract. |
| End Date | Planned or contractual completion date. |
| Tender Reference | Link to the originating tender or quote from which this contract was created. |
| Retention % | Percentage of each payment withheld as retention until project completion or defect liability period ends. |
| Advance Payment % | Percentage of contract value to be received as advance payment from the customer. |
| Description | Free-text field for additional notes, scope summary, or special terms. |
| Status | Contract lifecycle status: Draft, Active, Completed, or Cancelled. |
Creating a Contract
Contracts can be created in two ways:
- From a Won Tender/Quote: When a tender is marked as won or a quote is approved, use the Convert to Contract action. This pre-fills the contract with details from the tender including customer, value, and BOQ items.
- Manual Creation: Navigate to Preconstruction → Contracts, click Add +, and fill in the contract details manually.
Linking to Execution Jobs
Once a contract is in Active status, it can be linked to an execution job in the Operations module. The job inherits key contract information such as customer, value, and timeline. This linkage ensures that all costs, progress, and billing in the execution phase are tracked against the original contractual terms.