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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 organise 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 customise
  5. Once selected, contract roles and setup configuration options appear below
  6. The Show option becomes highlighted in blue (no longer greyed 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 Principal or Client role by clicking the name field
    • Set the Contractor or Consultant role
    • Add the Project Manager

Principal/Client and Project Manager roles automatically apply to all contracts in your project once set.

Configure payment authorisation

  1. Select the Superintendent or Authorised Person option
  2. Choose either the Principal/Client or Project Manager tab
  3. Assign whoever is responsible for certifying payments in your organisation

Set up payment configuration

  1. Click Setup and Configuration to customise three key areas:
    • Customise your Contract's Payment Clause if needed
    • Select your Security of Payment Act jurisdiction
    • 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

Organise 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 organisation.

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 contract form
  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.