What is it?

Contracts (Rate Card) Section is where you enter the essential information for all your existing and potential contracts. This includes:

Overview/Contract Details

  • Contract name, Reference, Company, Client Rep, Contract type, Office, Focal Point, Visibility, Status, Agreement Date and Expiry.

T’s & C’s

  • Payment Terms (Days) and Standard Markup % (Software, Equipment, Services, Expenses, Other, Back office Support).

Labour Rates

  • Input all Labour charge rates for the contract. Following the Categories (Departments), Grades & Disciplines (Job Roles) structure built in the Admin Console.

Software Rates

  • Input all Software charge rates for the contract.

Equipment Rates

  • Input all Equipment charge rates for the contract.

Files

  • Upload any relevant files e.g Scan of Original Contract etc.

*Note the Contract Rates (Labour, Software and Equipment) are pulled from the Cost Rates created in the Structures & Assets list in the  Admin Console. If you require further roles you need go back into the Admin Console and add them, in order for them to pull through to Contract Rates.


Why is it needed? 

If you don’t add your contracts in the contract section, then you won't be able to proceed in Proteus and create Proposals or Projects.

The details entered here are automatically pulled into document templates such as proposals and invoices. The information can be edited at any time, and a notification will be sent to the company focal point to alert of the change. 


How do you edit?

  • Find ‘Contracts’ on the Left hand side menu.
  • When you click ‘Contracts’ it will take you to the below screen where you can add, edit, clone and delete Companies.

Create A New Contract?

  1. Click the ‘Create Contract’ button.
  2. Complete each field by typing in the text boxes. Please ensure all fields are filled.
  3. Select Contract with, Contract with, Office, Focal Point and Visibility by selecting an option from the drop down menu.
  4. Select Agreement, Review and Expiry Dates in calendar.
  5. Select if you want to be notified and define the number of days you wish to be notified before review/expiry date of the contract.
  6. Click ‘Create Contract’.

T’s & C’s?

  1. Select ‘T’s & C’s’ from the top menu bar.
  2. Complete each field by typing in the text boxes. Please ensure all fields are filled.
  3. Click ‘Save’.


Labour Rates?

  1. Click the ‘Labour Rates’ from the top menu bar.
  2. Select ‘Create Labour Rate’.
  3. Select the Category, Discipline and Grade by selecting an option from the drop down menu.
  4. Complete hourly and/or Day rate by typing in the text boxes. Please ensure one is filled.
  5. Select if you want the option for Rates to be overridden at the proposal level.
  6. Click ‘Save’.


Software Rates?

  1. Click the ‘Software Rates’ from the top menu bar.
  2. Select ‘Create Software Rate’.
  3. Select the Category and Software by selecting an option from the drop down menu.
  4. Complete the charge rate options by typing in the text boxes. Please ensure the item rate box is filled, the other fields are optional.
  5. Select if you want the option for Rates to be overridden at the proposal level.
  6. Click ‘Save’.

Equipment Rates?

  1. Click the ‘Equipment Rates’ from the top menu bar.
  2. Select ‘Create Equipment Rate’.
  3. Select the Category and Equipment by selecting an option from the drop down menu.
  4. Complete the charge rate options by typing in the text boxes. Please ensure the item rate box is filled, the other fields are optional.
  5. Select if you want the option for Rates to be overridden at the proposal level.
  6. Click ‘Save’.


Edit, Clone and Delete?

Click the 3 dots for edit, clone, delete, add to dashboard options. 


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