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How to Set Up Advanced Contract Features

Complete configuration guide for advanced contract management in construction projects

Advanced contract features in Mastt streamline your payment processes and help organize complex contracts with multiple sections, budgets, and stakeholders. These tools are essential for managing multi-phase construction projects efficiently.

Steps

Configure contract standards

  1. Navigate to your Add Contract form or open an existing contract
  2. Click the Contract Standard dropdown menu
  3. Choose the appropriate standard for your contract type
  4. If your standard isn't listed, select Other Consultant or Other Contractor to customize
  5. Once selected, contract roles and setup configuration options appear below
  6. The Show option becomes highlighted in blue (no longer grayed out)
  7. Click Show below the Contract Standard section

Set up contract roles

  1. Click Roles in the contract setup screen
  2. Define key stakeholders for your project:
    • Assign your Owner role by clicking the name field
    • Set the Construction Manager role
    • Add the Project Manager
    • Also assign the Architect role

Owner and Project Manager roles automatically apply to all contracts in your project once set.

Configure payment authorization

  1. Toggle on Architect option
  2. Choose either the Owner or Project Manager or Architect tab
  3. Assign whoever is responsible for certifying payments in your organization

Set up payment configuration

    1. Click Setup and Configuration to customize key areas:
      • Customize your Contract's Payment Clause if needed
      • Enter your Tax Rate for the contract in the percentage field

    Create contract sections

    For complex contracts with separable portions:

    1. Click the Add Section button below the contract details
    2. Name each section based on your contract portion or discipline
    3. Repeat to create multiple sections as needed

    Organize line items

    You have two options to organise contract line items:

    Method 1: Add items directly

    • Click the plus sign next to any section
    • Add new line items directly to that section

    Method 2: Drag existing items 

    1. Hover over the grab handle icon (six dots) on the left side of any milestone
    2. Drag and drop the item to your desired section 

    This creates a hierarchical structure that mirrors your contract breakdown, especially useful for multi-phase construction projects. You can create subsections within sections for even more organization.

    Configure multi-budget assignments

    For contracts spanning multiple budgets:

    1. Click the Budget Selector dropdown next to each line item
    2. Choose the relevant budget (e.g., preliminary works, demolition, main works)
    3. Assign different budgets to different line items as needed

    This is perfect when you have a single contract but want to track against multiple project budgets.

    Import from Excel (time-saving tip)

    1. Structure your spreadsheet with line-item names in the left column and values in the right column
    2. Copy the cells from Excel
    3. Click on an empty line item field in Mastt
    4. Paste the copied data
    5. The system automatically populates your contract line items

    No need to type each item manually - this feature saves significant time on data entry.