Link a contract to its work

A contract usually covers work the firm tracks elsewhere: the cases of a client, its consultations, or a project. The contract's Type says which, and each kind of work names its contract.

Before you start

• You need the User: Own Documents level or higher on Contracts, and on the work you link.
• The Type field appears when the cases, consultations or projects apps are installed with contracts.

Set the type

Open the contract and choose its Type: General, Cases, Consulting or Project. The type decides which invoicing triggers the contract offers.

Cases and consultations

A case or a consultation names its contract in its Contract field, next to the client. The list offers only the Valid contracts of the same client. The contract then shows a button that counts and opens them, and a consultation contract can invoice each linked consultation.

Once a case is won, lost or canceled, its contract can no longer be changed, so the history stays true.

Projects

A Project contract names its Project and follows its progress. With Progress Mode set to Manual, type the Manual Progress (%); with Auto, the contract computes it from the time elapsed or from the project's tasks. On Progress instalments are invoiced when the progress reaches their threshold.