Configure the contract sub types and reporting values

1. Go to Contracts >> Click on Contract Types >> Click on to edit the Contract Type
2. Click on Sub Types and Reporting Values tab >> Click on Add Sub Type and fill the form as required >> Click OK
   
   
   
3. Select an option from the Base a Contract's Reporting Value on dropdown list.
4. Select the Contract Sub Type, Date From, Date To and Value
   
   
   
5. Include all Contract Sub Types as needed and set Contract Reporting Value per Sub Types
   
   
   
6. If required, tick the box Is a Sub Type mandatory on a Contract. This will ensure a new Contract cannot be saved until a sub type has been selected on that Contract
   
   

Configure budgets per contract sub types

1. Click on Budgets tab >> Click on Add Budget >> Fill the form >> Tick Is this a default Budget? to automatically include this Budget when creating a client's contract
2. Select the Restrict to Sub Type >> Click OK
   
   
   
3. Click on Add Budget if you need to include more Budgets
   
   
   
4. Click on Save
   
   

Set the contract sub type on the client's contract

1. Go to Contracts >> Click on All Contracts >> Select the Contract Type previously set >> This will then allow the new Contract Sub Type box to appear >> Select the Contract Sub Type
   
   
   
2. Click on Providers & Budgets tab >> Select the Budget Type
3. Click on Add Default Budget to automatically set the Budget for this client's contract >> the Total Value will pull through accordingly
   
   
   
4. Select the Contract Providers >> select Default Budget from the drop-down list
   
   
   
5. Click on Add Budget if you need to include a new Budget
   
   
   
6. Click on Save
   
   

Create a contract appointment

1. Go to Appointments >> Right-mouse click >> Click on New Contract Appointment
   
   
   
2. Fill the form and select the Budget
3. Click on Save
   
   
   
4. Go to All Contracts >> Click on to edit the client's contract >> Click on Providers & Budgets tab to view the Appointments. You will see the Hrs % Complete and Work In Progress Value now reflects values based on that appointment now being applied to the contract
   
   
   Note: If you need to, you can duplicate the Contract Type so that the Contract Details, Sites & Commission, Providers & Budgets, Due Dates & Outcomes and Charges are copied over into a new Contract Type. Click on to create the copy >> Make changes as required.