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1

Open Contracts

2

Select New Contract

Complete required fields (project, client, billing type, dates as needed, retention if shown, status).
3

Save

System Contract No is assigned permanently. Contract No is saved from the form (prefilled from Next Contract No; you may edit it if it stays unique).
Contracts are grouped as Active, Completed, and Inactive. Click a row to open Contract Details.

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On Contract Details you can

  • Edit contract fields and status.
  • Open Work Items, Rate Card, Staff Allocation, View Progress, or Create Docket (when the contract is Active).