Create a New Contract

Create a new contract on the Home page.

TIP: See Create a Contract for a quick start guide on this subject.

  1. Click Create Contract.

  1. On the Create Contract panel, complete the information for the new contract, including all required fields.
  2. Click Create.

The Contract Details page opens.

  1. Add details to the contract. See Contract Details and Contract Details Panel Fields for more information.
  2. Add details to the contract, including Details, Location, Asset Details, Financials, Contract Submittals, Related Projects, Bonds, Contractor Information, Comments, and Universal Custom Fields.
  1. Click Save on the upper-right corner.