Mastt's new Contract Sections feature allows you to accurately represent your contract breakdown, providing greater clarity for your larger contracts.
How to Create a Contract using Sections
- Navigate to the Contracts page of the Cost Module, and then click + Add Contract to begin adding a contract.
- Fill in the Contract Information, like the Title, Contract Standard, Budget, PO Number, and Date Approved (if relevant)
- Once a Contract Standard has been selected, you will be able to enter in Contract Roles (information around the Vendor/Contractor/Consultant, the Principal, and the Project Manager) and Set Up & Configuration (Security of Payment Act Jurisdiction, GST/VAT Rate, and adjusting the Payment Clause if needed)
- The Contract will have a single empty Line Item already. To add a Contract Section, click on the Add Section button on the bottom left hand side of the form. This will add a Section below the empty Line Item.
- Once a Contract Section has been created, you can add Sub-Sections or Line Items by clicking on the Blue Plus icon to the right of the Section Name field.
- Once finished, click on the blue Add button in the bottom right hand corner.
How to add Sections to an Existing Contract
- Navigate to the Contracts page of the Cost Module, and then click the Action button next to the contract and select Edit Contract
- Click on Add Section below the Line Items to add a new Contract Section. You can add existing Line Items to the new Section by dragging them into the Section.
- Once finished, click Update in the bottom right hand corner.
Need more help? Submit a Support Ticket