Creating Contracts

Follow these steps to set up contracts within InBuild:

1. Navigate to the Contracts Tab

• Go to the desired project.

• Click on the Contracts tab.

2. Add a New Contract

• Click Add New Contract.

• Select the vendor name.

• Enter a contract title.

• Click Submit.

3. Upload Contract Documents

• Upload supporting documents like estimates or signed contracts.

• You can upload multiple files.

• Once files are uploaded, use the drop-down menu to view and manage them.

4. Generate Auto-Filled Files

• Use the Generate File feature to create auto-filled documents.

• To update any changes, click the refresh icon to regenerate the file.

5. Fill Out Contract Details

• Add any descriptions, status, retainage, or other relevant details.

6. Set the Schedule of Values

• Choose the appropriate cost code.

• Enter the amount for the schedule of values.

• Add additional lines for more breakdowns as needed.

This guide helps you fully configure and manage contracts in InBuild, ensuring all documentation and financials are properly recorded.