Configuration: Contracts
Contracts define the commercial terms, rates, and SLA obligations for your engagements.
Contracts List
View all contracts with:
- Name
- Type
- Total value
- Start/end dates
- Linked engagements
Filter by type (Fixed Price, Time & Materials, Managed Service) or status (Active, Expired, Draft).
Contract Detail
Overview: Name, Type, Value, Dates
The contract header shows:
| Field | Description |
|---|---|
| Name | Contract identifier |
| Type | Commercial type (Fixed Price, T&M, Managed Service) |
| Total Value | Contract value and currency |
| Start Date | When the contract begins |
| End Date | When the contract expires |
| Renewal Date | When renewal is due (if applicable) |
Linked Engagements
Lists all engagements operating under this contract. A contract can cover multiple engagements.
Rate Overrides
The Rates tab shows any role-based rate overrides specific to this contract. Default organisation rates apply for roles without overrides.
See Rate Cards Guide for configuration details.
SLA Terms
The SLA Terms tab lists all performance terms with financial consequences:
- KPI
- Threshold
- Operator
- Penalty type
- Penalty amount
See SLA Management Guide for configuration details.
Creating and Editing a Contract
Click Create Contract to add a new contract. Fill in:
- Name
- Type
- Value
- Dates
- Link to existing engagements
Add rate overrides and SLA terms as needed.
Related Documentation
- Rate Cards Guide — Configuring pricing
- SLA Management Guide — Setting up breach detection
- Concepts: Rate Cards — Understanding the rate hierarchy