Things to do before you add a Contract
Updated
Suggested Prior Reading
Before adding a Contract
The following are the steps to consider before adding a Contract:
- Setup the Tax code (if not already done). See Settings - Tax Codes.
- Setup the Owner/Client (i.e. the system must know who the Contract is being done with). This is required. See Project Contacts - Overview.
- Setup the Architect for the Project (optional). See Project Contacts - Overview.
- Add Cost Codes to be used on the project (required). See Cost Codes - Overview.
- Setup Sub Jobs if required (optional). See Sub Jobs - Overview.
- Determine if Financial Markups are required. See Financial Markup - Overview.
- Determine the accounting method for the Line Items (required). See Schedule of Values - Accounting Method.
- Review the Contract Statuses to determine how they will be used for this Project. See Contract – Status.
Next Steps
Add a Contract, see New Contract.
