Click on either
- the "Add New Contract" button on the project or sub-project home page,
- Or click on the [...] menu and select "Add New Contract".
Search for the company. If the company does already exist in the system, skip to step 4.
To avoid accidentally creating a duplicate, strategically search to avoid syntax being the reason an existing company isn't found. For example, when searching for M&G Brother Steelworks, search for Brother Steelworks instead of M&G Brother. If you type M & G instead of M&G, the search won't find what you seek.
If the company doesn't exit in the system yet, click on the [+] button on the right hand side of the pop up
Enter the required information for the company you're adding, as well as any optional information that you know.
Press "Save"
Type the company name into the first field and select the correct company from the dropdown.
Then, fill in as much information as you're able to, such as the company address, start date, work description, etc.
Hit "Save"
Note: Any information entered on this screen will be automatically saved as a system note in the contract's notes tab. This way, you will always have a record of a contract's initial values.