Contracts

Contracts (/admin/contracts) follows a contract as its own record (not a Project) from received to signed. The board has three columns — New, Working, Waiting Sign — plus History for completed contracts.

Permissions: FunctionId CONTRACT (54), menu Project Onboarding → Contracts (function.url = contract). View opens the board; Add is New; Edit saves the form and the Tasks catalog; Delete removes a contract.

Screen layout

Contracts board

Figure: three columns New / Working / Waiting Sign, High Priority badge, days pending and task progress; History table underneath; Tasks and New in the header.

RegionWhat you see
HeaderTitle Contracts, Tasks (Edit), New (Add), ?. New offers From Estimate or Manual.
BoardCards cannot be dragged between columns — change Status in the form. High Priority, days pending (today − date received; frozen at completed date), and task Progress.
HistoryCompleted rows. Columns Name, Project #, C&G #, Company, Date received, Completed. Default sort Completed descending. Search / Export / pagination.
ModalSurface B (?create=1 / ?edit=\{id\}). From Estimate precarges company (awarded company if set) and pay items of the accepted quote. Several quotes → you must pick one (Select the quote that was accepted.). Contact must belong to the selected company.

Tasks catalog

Tasks edits the shared checklist (name + comma-separated steps). Empty steps default to Sent, Received. A step already checked on a contract cannot be removed. A type already used cannot be deleted — set it Inactive. N/A tasks do not count toward progress.

Success toast: The operation was successful.