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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 help you manage complex contracts with multiple sections, budgets, and stakeholders. Use these features to configure contract standards, assign roles, set up payment terms, and track costs across multiple project budgets.

Before You Start

  • You have permission to create or edit contracts
  • You know the contract standard that applies to your agreement

Contract Standards

Select a Contract Standard

  1. Go to the Add Contract form to create a new contract.
    • If you need to update an existing contract, click the action button and select Edit.
  2. Click the Contract Standard dropdown at the top of the dialog.
  3. Select the standard that applies to your contract type from the grouped list.
    • If your standard is not listed, select Other Consultant or Other Contractor to customise.
  4. Check that the selected standard appears in the Contract Standard field.

The contract standard determines the role labels and configuration options that appear in the Roles tab. 

Assign Stakeholders

  1. Click Roles in the contract setup screen.
  2. Set the key stakeholders for your project:
    • Click the Principal or Client tab to assign.
    • Set the Contractor or Consultant role.
    • Add the Project Manager for the contract.

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

Set the Authorised Person

  1. Go to the Authorised Person toggle in the contract setup.
  2. Set the toggle to on to enable the Authorised Person.
  3. Select the Principal/Client or Project Manager tab.
  4. Click the name of the person responsible for certifying payments.

When toggled on, this person appears as the signatory at the bottom of all Variations and Payment letters. If the toggle is disabled, the Principal's Contact is already set as the Authorised Person. 

Set Payment Terms

  1. Click Terms in the contract setup screen.
  2. Go to Payment Terms.
  3. Change the Payment Clause if necessary.
  4. Select the correct Security of Payment Act jurisdiction from the dropdown.
  5. Enter the applicable Tax Rate percentage for the contract.

Set Retention Terms

Configuration of retention limits is coming soon. Retention can currently be applied in the Payments feature.

Set Variation Terms

  1. Click Variation Terms in the Terms section.
  2. Enter the Variation Clause for the contract.

These terms automatically appear in Variation Approval letters.

Contract Sections

Add Sections for Separable Portions

  1. Go to the contract details area below the setup options.
  2. Click Add Section.
  3. Enter a name for the section that matches your contract portion or discipline.
  4. Click Add Section again to create more sections as necessary.

Use sections to organise separable portions of complex contracts, such as different disciplines or project phases.

Add Line Items

  1. Click the plus icon to add a new line item.
  2. Enter the line item details.

Move Line Items Between Sections

  1. Go to the grab handle icon (six dots) on the left side of the line item.
  2. Click the icon and drag the item to the correct section.

You can create subsections within sections for more detailed organisation of multi-phase contracts. 

Import Line Items from Excel

  1. Make sure the line-item names are in the left column of your spreadsheet.
  2. Make sure the values are in the right column.
  3. Select the cells in your spreadsheet.
  4. Go to Edit > Copy or use the keyboard shortcut to copy the cells.
  5. Click on an empty line-item field in the Mastt contract form.
  6. Enter the copied data by pasting it into the field.
  7. Check that the system has populated the contract line items correctly.

This feature saves significant time when you have a large number of line items to enter. 

Multi-Budget Contracts

Assign Budgets to Line Items

  1. Click the Budget search field next to a line item.
  2. Select the relevant budget from the list (for example, preliminary works, demolition, or main works).
  3. Check that each line item is assigned to the correct budget.

Use multi-budget assignments when you have a single contract but need to track costs against multiple project budgets. 

Troubleshooting & FAQs

Q: What if my contract standard is not listed in the dropdown?

Select Other Consultant or Other Contractor to create a custom configuration. Use the search icon next to the dropdown to find a specific standard quickly.

Q: Can I change the contract standard after I create the contract?

Go to the contract, click the action button, and select Edit. Click the Contract Standard dropdown and select a new standard.

Q: How do I change a role that has already been assigned?

Go to the contract, click Roles, and click the name field for the role you need to change. Select a new contact from the list.

Need Help?

Contact Mastt Support for additional assistance with advanced contract features.