Contract Breakdown

A contract breakdown consists of one or more contract items. There are two types of contract items which may be added to a contract breakdown: Standard Contract items (select from default list) and Custom Contract items (create your own).

ClosedGetting Started

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

Tips:

Create a contract breakdown

ClosedUsing Standard Contract Items
  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.
ClosedEntering Custom Contract Items
  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.
ClosedEdit the Standard Contract Items
  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.

Tip: Editing the contract item names here will not change the default name from the setup menu.

More information

ClosedStandard Contract Items

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.

ClosedCustom Contract Items

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.

ClosedContract Item Category

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.

ClosedContract Item Amount

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.    

ClosedAttach a file to the Contract 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 attachment.png will appear in the end column File if a document has been attached to the Contract Item.

Change the status of a contract item

The statuses available for contract items are the same as the statuses available for the contract. The status for a contract item may be changed at any time and will impose no constraints on the item or its amount. This enables changing the Tax rule on each item at any time. 

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

Sort the order of Contract items

ClosedComplete the following steps  
  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.

Setup key dates for contract items

ClosedComplete the following steps
  1. Double-click Appointment_16_n_g.gif.
  2. Type a note in the clear area under Note.
  3. Select a date from the drop down calendar.
  4. Save.

Suggested Reports

Report Category Report Title

Contract

Contract Breakdown Key Dates

Want to learn more?

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