Contract Items

Created by Leah Cadman, Modified on Mon, 3 Aug at 7:11 PM by Leah Cadman

Jobsite>Contract Items 

Contract Items will show Revenue Items from the contract for any specific Job. This will not affect users at all until a new category with a Contract Items template is created. 

  • To View Contract Items, first select ‘Jobs’ from the top left menu bar, select ‘Jobs List’ from the drop down menu.

  • Select any job and navigate to the ‘Contract Items’ page.

  • This page will only be available to user with Can View Sensitive permissions for Job records

  • These are the contract items that were pulled from the accounting system.

  • Show Revenue Spread option:

    • Allow users to spread projected revenue monthly by contract item.

      • This setting is Disabled by default. Tenant admins can Enable this via Projection Setup.

      • Read about it, here: Projection Setup

Admin>Projection Setup Page View


Jobsite>Contract Items Page View



Jobsite>Projections when Contract Item Revenue Spread is ‘Enabled’ Page View


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