How to create a Contract
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
Review T&Cs
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
Create Labour Rates
Select Labour Rates then Create Rate Table
Fill in the details
Select Rate Table type then create
Timesheet unit - the increments people can book their time in tracking.
Table type - 3 different types; Default (as shown below), Named rate table and Client alias.
Default Rate Table
You can have multiple Rate Tables for one Contract, allowing for different charge-out rates
Populate the charge out matrix with required rates for this contract then Click Update
Named Rate Table
Select 'Add Named Rate'
Select the team member resource
Enter new sell rate and client category then update
Client Alias Rate Table
Select 'Add Client Alias Rate'
Select the DDG rate
Enter the new sell rate, client alias and code then Update
How to edit, clone or delete a rate table
Click the 3 dots to Edit, Clone or Delete
Create Software / Equipment Rates
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
