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Modify a Contract line in a template
Modify a Contract line in a template
Claudette Albers-Reid avatar
Written by Claudette Albers-Reid
Updated over a week ago

In the main menu, navigate to the Settings (Gear icon) and select Contract templates.

Select your desired template.

To modify a contract line, simply click on the required line. You can change the Group or the Line ID as well as overwrite or modify the Name and Description of the line.

โ€‹Note: The contract line name must not contain the apostrophe character (') or the double-quotes character (").

You can also change the contract type by selecting another one.

The pre-defined values, such as the Description, billing Type, Amount and Budget (Sales) can be carried over to the project when you select the template. This is however, not mandatory and the related fields can be left blank.

Once you are done with the modification, simply click Save.

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