Link contracts to projects

Connect contracts to project context when agreement work belongs inside a wider project flow.

You can link a contract to a project when recurring work belongs to a broader project setup.

This helps keep the contract work aligned with project reporting and context.

When to link a project

Link a project when the contract is part of a larger customer rollout, installation, or service program.

This keeps the generated work connected to the right project record.

1

Open the contract

Create a new contract or open an existing one.

2

Fill in the main contract details

Complete the agreement and work order setup.

3

Select the project

Choose the project that should be linked to the contract.

4

Save the contract

Click Save.

Future generated work orders keep the project context.

Frequently asked questions

Do I need a project for every contract?

No.

Only use a project when the contract work belongs in a project flow.

Why link a contract to a project?

It keeps related work grouped in the correct project context.

Can I still use contracts without the Projects module?

Yes.

Projects are optional in the contract flow.

Related topics

• Create a contract
• Projects
• Contracts