Articles on: Steer New: Contract Management

Adding a Contract

Last Updated: August 15, 2024

Adding a Contract to your project



In this article, we will walk you through on how to add a contract. To start adding a contract to your project, follow the instructions below.

Go to your Project and Click Contracts


Fig.1: Project Section



Click the ➕ plus icon and a pop-up form will appear


Fig.2: Contracts Section


Input Necessary Information

Name
Contract No.
Types - Select the type from the dropdown
Status - Select the status from the dropdown
Contract Amount

In the contract amount, negative numbers will not be accepted by the system

Owner
Contractor/Vendor
Date Created
Start Date and Estimated Completion Date
Project Duration

Optional Informations:

Description
Execution Date
Attachments (Signed Document)


Fig.3: Contract Information


After you are done inputting all the necessary information, click Save


Fig.4: Contract Save



Editing a Contract
Managing Payment Terms
SOW Setup
Creating a Main Contract

Need more help? Send us an email at cs@steerplatform.com, or send us a message on the chat widget.

Updated on: 26/09/2024

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