Contract Breakdown

Setup required before use	Who Can Use It?	Where Is It?
Standard Contract Items Contract Item Categories	Project manager Director Administrator System Administrator	Contract > Contract Breakdown tab

1. Select a Contract Item listed in grey.
2. Type a note for that item (optional).
3. Enter the item contract amount (ex tax).
4. Save Breakdown.

1. Type the contract item in the clear area under Contract Item.
2. Select a Category from the list.
3. Type a note for that item (optional).
4. Enter the item contract amount (ex tax).
5. Save Breakdown.

1. Select a Contract Item listed in grey.
2. Change the name of the Contract Item to something more suitable for this Contract.
3. Type a note for that item (optional).
4. Enter the item contract amount (ex tax).
5. Save Breakdown.

Standard contract items are firstly added as default data using the Standard Contract Items maintenance module.  Once an item is added as a default data record, it will be available to all contracts using a breakdown.

Custom Contract Items are defined when being added to a contract breakdown. A custom contract item is only available within the contract the breakdown has been made for.

A Category is a grouping of the Contract Items.  When viewing the Breakdown Performance tab, you are able to view the performance of individual contract items summed by Category.

All item amounts are excluding tax and must be added to the contract whilst in DRAFT status. Negative breakdown items can also be entered at this stage. New items must be added with an amount of $0.00 and then a Variation quote or Sum Adjustment can be added to enter a value against the new item.    

Click the attach file icon then browse to a document.  This may be any type of file to support the contract details.  This icon  will appear in the end column File if a document has been attached to the Contract Item.

1. Click on the Status cell of the item.
2. Select the new status of the item from the drop-down list.
3. Save.

1. Select the sort icon .
2. Select a Contract Item in the list.
3. Select the up, down arrows to move into position.
4. Save.

1. Double-click .
2. Type a note in the clear area under Note.
3. Select a date from the drop down calendar.
4. Save.