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TC1 version
You can create contract types that do or do not commit costs to the budget:
- Committing: The contract amount is applied to the Original Commitments column of the budget after the contract is approved.
- Non-committing: The contract amount isn't applied to the budget.
To open the contract type settings
- Open the record settings.
- Select Contracts.
- On the settings menu, select Contract Types.
Default contract types
Several default contract types are available.
| Type | Description | Committing |
|---|---|---|
| Consultant Agreement | A professional service contract to hire an architect, engineer, or consultant. | 
|
| Consultant Contract | A professional service contract to hire an architect, engineer, or consultant. |
|
| Other - Committed Cost | A generic contract that commits costs to the budget. |
|
| Other - Uncommitted Cost | A generic contract that doesn't commit costs to the budget. | 
|
| Owner Contract | Typically a contract between an owner and a general contractor. |
|
| Prime Contract | Typically a contract between an owner and a general contractor. |
|
| Professional Services | A contract used to retain professional services, such as architects and consulting engineers. |
|
| Purchase Order | A contract used to create a purchase order to procure materials, such as a long form purchase order. |
|
| Subcontract | Typically an agreement between a general contractor and another contractor for performance of work or delivery of materials. |
|
Creating contract types
You can set a contract type to be committing or non-committing.
To create a contract type
- Select Add new.
- Enter a unique name for the contract type.
- To make the contract type a committing one, select the check mark, so it becomes green (
).
The name can have a maximum of 150 characters.
Editing contract types
To edit a contract type
- To change the name, select the name, and then edit it.
- To change the committing type, select the check mark to change the color.
- Committing:
- Non-committing:
You can only change the committing type for unused contract types.
To reorder the contract types
- Select the right side of a card, and then drag it to a different position.
Deleting contract types
You can delete contract types that are in use. A deleted contract type remains linked to a contract if it was previously selected, but you can't select the deleted contract type for anything else.
To delete a contract type
- On the card, select
(Remove).