Add Construction project contract lines

Learn how to add Construction project contract lines.

  1. Go to Projects > All > Project contracts.

  2. Find the relevant project contract, and do one of the following:

    • Select Lines, and then select Create.

    • Select Edit at the end of the row.

      1. On the Project contract page, scroll to the Project contract lines section.

      2. Select Add.

  3. Enter a Line ID.

    You may want to specify a parent contract line.

  4. Enter a Line name.

  5. Select the Line date.

  6. Select a GL account.

  7. Select Billable to include the project contract line when you generate invoices.

  8. Specify the Billing type by selecting one of the following options:

  9. In the Additional information section, enter scope, schedule, internal reference, and external reference information for a line as needed.

  10. In the Dimensions section, associate dimensions with this project contract line for billing purposes.

  11. In the Entries section, the line's billing type determines how the information you enter is used.

    • Enter information for the Price effective date and Workflow type.

      The project contract line uses your entry here to generate the currency value.

  12. Select Save.

  1. Go to Projects > All > Project contracts.

  2. Find the relevant project contract, and do one of the following:

    • Select Lines, and then select Add.

    • Select Edit.

      1. On the Project contract page, scroll to the Project contract lines section.

      2. Select Add.

  3. Enter a Line ID.

    You may want to specify a parent contract line.

  4. Enter a Line name.

  5. Select the Line date.

  6. Select a GL account.

  7. Select Billable to include the project contract line when you generate invoices.

  8. Specify the Billing type by selecting one of the following options:

  9. In the Additional information section, enter scope, schedule, internal reference, and external reference information for a line as needed.

  10. In the Dimensions section, associate dimensions with this project contract line for billing purposes.

  11. In the Entries section, the line's billing type determines how the information you enter is used.

    • Enter information for the Price effective date and Workflow type.

      The project contract line uses your entry here to generate the currency value.

  12. Select Save.