Contracts¶
What this is¶
The Contracts section of a project holds the formal contract(s) for that project: the main contract, subcontracts, consultant appointments, or supplier agreements. A contract carries the commercial terms (contract sum, retention, payment terms) that drive the rest of SureSign's commercial features.
Who can use it¶
Super Admin and Admin can create, edit, and upload contracts, and run AI analysis. Client users can view contracts for their own organisation's projects.
Where to find it¶
Open a project, then select Contracts from the project sidebar.
Before you begin¶
Have ready:
- The contract title, type, and (if known) a reference number.
- The contracting party's name and the form of contract (for example JCT, NEC4).
- The contract sum, currency, retention percentage and cap, and payment terms in days, if known.
- Key dates: execution, commencement, and completion.
- A copy of the executed contract document, if you plan to upload it.
In this section¶
- Creating a Contract
- Uploading a Contract
- AI Analysis
- Reviewing AI Results
- Confirming Analysis
- Analysis History
Statuses¶
Contracts have a status: Draft, Active, Expired, Complete, or Terminated, shown as a badge in the contracts list.
Related modules¶
- Trade Packages — subcontract packages sit underneath a project's main contract.
- Commercial — payment applications and other commercial records are raised against a contract.
- Programme — milestones can be seeded from a confirmed AI analysis of the contract.
Common mistakes to avoid¶
- Uploading the contract but never running or confirming AI analysis, then expecting statutory payment dates or programme milestones to appear automatically — these depend on confirmed data (from AI analysis or the contract's own fields).
- Leaving retention or payment terms blank if they are known — this affects calculations later in Commercial.
What to do next¶
Once a contract exists, either fill in its terms manually, or upload the executed contract and run AI analysis to extract them.