How to create a non WBS contract

  1. Contract Module: Click on Contracts module in the left sidebar from the Project Dashboard:

image.png

  1. Initiate Creation: Click on the "Create" button to open the dialogue box.

image.png

  1. Enter Details: Provide the title of the parent contract, enter description, select the appropriate space. A contract is made at the space level. Since this is a parent contract, it is automatically designated as a "Prime" contract and cannot be assigned to any organization.

Screenshot_2024-08-27_145018.png

  1. Contract Creation: Once the contract is created , it opens the page with 2 tab.

image.png

  1. Attach Estimate : Estimate can be linked by clicking Attach Estimate. Only the estimates with published version in the space in which the contract is created are visible here. It can be selected by clicking anywhere on the row and then clicking Link Tab.

image.png

  1. Link BOQ item: Once the estimate is linked, the name is shown beside the Linked Estimate. Now click on Link item to attach BOQ items

image.png

  1. The dialogue box appears with the listed items. The desired item with the required quantity filled in the box can be selected. The quantity should be under the available quantity. Then click anywhere on the row to select the item and click on Link.

image.png

  1. Once the item is linked, it is displayed on the screen. Till the time the contract is unlocked, all the cred operations can be performed i.e. the item(s), the estimate can be un-linked and the item can also be edited.

image.png

  1. After locking the contract, then only the other tabs i.e. Progress Updates, Inspections and Bills become operational.