Navigate to Contracts

Click the 3 dots of an existing Contract to Edit, Clone or Delete. You can also Add to dashboard

To create a new contract select ‘Create Contract’ and Input details then Click Create

Once on the contract you can add your T&Cs and Markups. This section is optional and is not required to complete the Contract

Click the Marker Icon next to Terms & Markups, Fill in the details then save

Select Labour Rates then Create Rate Table

Fill in the details:

You can have multiple Rate Tables for one Contract, allowing for different charge-out rates

Select Default Rate Table type then create

Populate the charge out matrix with required rates for this contract then Click Update

Select Labour Rates then Create Rate Table

Fill in the details:

You can have multiple Rate Tables for one Contract, allowing for different charge-out rates

Select Named Rate Table type then create

Select 'Add Named Rate'

Select the team member resource

Add new sell rate and client category then update

Select Labour Rates then Create Rate Table

Fill in the details:

You can have multiple Rate Tables for one Contract, allowing for different charge-out rates

Select Client Alias Rate Table type then create

Select 'Add Client Alias Rate'

Select the Department, Grade and Discipline rate

Enter the new sell rate, client alias and code then Update

Select Software / Equipment Rates

You will then see a list of all Equipment or Software, select add unit

Select the units you want to include from your list of created units

The suggested rates entered in Assets will pre-populate the charge-out rates however by selecting the cell you can then change the suggested rate