Overview
This guide simplifies contract management by offering a structured approach to adding, documenting, and tracking contracts. It ensures compliance, organization, and streamlined integration with project budgets and invoicing workflows.
Prerequisites
Project cost codes must be loaded into your Master Project Budget/ACR.
Process
Open Project Contracts via the Project Navigation Menu.
Click +Add Contract and choose between a Main Contract or Vendor Contract.
Contract Details
Add the Contract Name, Vendor (search or invite), Project Manager(s), and Contract Holder (if applicable).
Choose a Contract Type (Single Stage or GMP) and enter optional dates (Initiation/Effective).
3. Click Next Step.
Contract Documents
Confirm whether the contract is already executed.
If executed, upload the document before proceeding.
If not, upload the document later but track contract details now.
Insurance Requirements (Optional):
Specify insurance requirements and add vendor insurance details, including expiration dates, to receive renewal alerts.
Add Insurance Requirement or Load from Template.
Enter the Name and Minimum Value for each requirement. If applicable, add Child Insurance Requirements to the Parent Insurance Requirement. For example, add "Each Occurrence" as a Child under the "Excess Liability" Parent.
Add the Vendor's Insurance Value, Expiration Date, and Effective date for each requirement.
Click Next Step.
Retention Rules (Optional):
Enter retention percentages to apply automatically during invoicing, with the flexibility to adjust individual line items.
SoV/WBS Setup
Configure the contract’s work breakdown structure, ensuring all values are correctly allocated.
Click Next Step.
Lien Waiver Rules
Lien Waiver Rules introduces a contract-level setting that lets users enforce lien waiver submission with invoices. If enabled, invoices tied to that contract cannot be submitted (digitally or manually) unless a lien waiver is uploaded.
This ensures better control over lien waiver compliance while supporting real-world legal and payment workflows.
Agency Bill Pay
The Agency Bill Pay setting lets you define how an agent handles payments within contracts. You can now choose between:
Bill Pay – The agent pays invoices directly. These are included in integrations.
Non-Bill Pay – The agent does not pay invoices directly. These are excluded from integrations.
For Vendor Contracts, this setting is selected per contract.
For Main Contracts, all related contracts will automatically update to use the same Bill Pay setting.
This feature does not impact which budget the contract pulls from (both types still use the owner's budget), and the invoicing process remains unchanged—you still need to enter required fields when marking as paid.
Note: The main integration difference is whether or not the invoice is sent out, depending on the Bill Pay setting.
You can check out this article for more details on the feature: Agency Bill Pay
Once all sections are complete, review your entries and save the contract. You can now begin tracking progress, managing invoices, and ensuring compliance—all within one streamlined workflow.
Next Steps