Articles on: Steer New: Contract Management

Creating a Main Contract

Last Updated: August 15, 2024

Adding a Contract to your project



A main contract is the cornerstone of any construction project, outlining the scope of work, project timeline, and budget. In this article, we will show you how to add your Main Contract and replace the existing Main Contract.

To start adding a main contract into your project, follow the instructions below.

Go to your Project and click Contracts


Fig.1: Project Section


Click the ➕ plus icon, a pop-up form will appear where you need to input necessary information.


Fig.2: Contracts Section



Check the Main Contract


Fig.3: Contract Checkbox

You cannot add another Main Contract if you already have an existing Main Contract. Refer to Editing a Contract guide to update the existing Main Contract

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 Information:

Description
Execution Date
Attachments (Signed Document)


Fig.4: Contract Information




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



Fig.5: Contract Save



Editing a Contract
Managing Payment Terms
SOW Setup
Adding a 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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