All features
Contracts

Fixed or hourly, tied to the project

Record the agreement behind each project, either a fixed price or an hourly rate times a number of hours. Approved contracts count as confirmed income alongside Sales.

✓Fixed or hourly✓Project budget✓Counts as income
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Video tutorial

Contracts in 4 minutes

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Chapters
Contracts

Fixed or hourly, at a glance

The agreement behind each project, with budget and hours in summary tiles.

Contracts
  1. 1Total budgetWhat all the contracts you see are worth.
  2. 2Estimated vs actualThe hours sold, and the hours logged so far.
  3. 3Fixed or hourlyA fixed price, or a rate times hours.
  4. 4Tied to a projectContract hours become the project’s budget.

Good to know

Two contract types

Fixed Price works out the hours from amount ÷ rate. Hourly works out the amount from rate × hours.

Income you can rely on

Approved contracts count as confirmed income. Pending ones show as pending income.

The project’s budget

The contracts’ hours are the budget used by the project’s Status and Forecast tabs.

Summary tiles

Total Budget, Estimated Hours, Actual Hours and Total Contracts follow whatever filters you set.

Import that checks

Templates come with drop-downs. A number or date that can’t be read is flagged as an error, not saved as 0.

Its own permission

Contracts has its own line in Permissions, separate from Projects.

Read the full Contracts guide in the Help Center

Works hand in hand with

Sales
Record what a project brings in: invoices, paid retainers, one-off charges. Approved sales and contracts are the income, and approved expenses are taken away to give profit.
See how it works →
Planning & Forecast
Put planned hours on submissions, compare them with the time your team logs, and use each project’s Forecast tab to see its health, burn rate and the date the budget runs out.
See how it works →
Reports
Turn hours, tasks, submissions, expenses, sales and contracts into reports you can filter, group, save, share and export, in four sections: Overview, Time, Tasks, and Expenses & Sales.
See how it works →

The pictures on this page are screenshots of Projments with a sample company's data.

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