Contracts List

The Contracts list page replaces the former Main Projects page and functionality.

To add new Contracts, or to view existing Contracts, navigate to the Role Center and select Contracts > Contracts to view the Contracts List.

Contracts List > Ribbon options:

Field Name	Description
New	Select to create a new Contract.
Delete	Select to delete the selected Contract.
Report	view the Contract Task Summary report. This report provides a summary of financial activities on Contract Tasks and Change Notices, and includes Budget Cost, Budget Price, Total Cost, Total Price and Overall Completion %.
Statistics	View Contract Statistics, including information on Budget, Actual and Income Amounts by Contract.
Budget	Use to create a new Budget Version for a selected Contract.
Billing:
	- Create Invoice: For information, see: How to create Project Invoices
	- Progress Billings: For more information, see: Create AIA compliant billing with Progress Billing
	- Invoice Setup: For more information, see: Create Invoice Setup Templates

How to create an Invoice Setup Template for Contracts and Contract Tasks

Invoice Setup Template Setup for Projects and Contracts

Create Contracts Task Templates

How to Associate a Project to a Contract

Once a Contract is created, you can associate various projects to it (so billing and other activities can be consolidated) by using these steps:

1. Navigate to an existing active Project through the Role Center > Projects > Projects.

2. From the Project Plan navigate to the Project Card by selecting Project > Project Card.

3. Expand the Posting FastTab.

Field Name	Description
Contract No.	Select a value for the Contract. Specifies the Contract Number from the Contract List if this project is connected to a Contract. This will allow review of budget and actual amounts on the Contract and the individual Project.
Contract Task No.	Select a value for the Contract Task No. Specifies the Contract Task Code from the list of Contract Tasks. All the budget and usage for specified Projects roll up on the Contract to one specific Task defined here. Multiple Projects can be linked to the same Task on the Contract.