Navigate to Contracts

Click ‘Create Contract’ and Input details then Click Create

Click the 3 dots of a Contract to Edit, Clone or Delete. You can also Add to dashboard

This section is optional and is not required to complete the Contract

Click the Marker Icon next to Terms & Markups, Fill in the details then save

‘Payment terms’ pull into the invoice template and calculate the due date.

‘Payment terms’ are defined in the Admin Console, however if new terms are written here they will supersede the Admin Console terms ‘Markup on’ don't pull anywhere in proteus - these are just here as internal guidelines

Select Labour Rates then Create Rate Table

Fill in the details and Create

‘Rate Type’ the unit you want to appear on proposal, track resource progress and invoice in

‘Timesheet unit’ the increments people can book their time in tracking

Populate the charge out matrix with required rates for this contract then Click Update

You can have multiple Rate Tables for one Contract, allowing for different charge-out rates

Also you can choose between the default rate table type for discipline/grade combinations and named rate tables when charging for specific people.

Click the 3 dots to Edit, Clone or Delete

Select Software / Equipment Rates

Click Create Rate Table, Fill in the Details then Create

Populate the charge out matrix with required rates for this contract then Click Update