Create, edit and delete a contract – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners
Contracts

Create, edit and delete a contract

Create a new contract

  1. Go to Projects & services > Contracts.
  2. Click New Contract.
  3. Add Name, Valid from, Contact and Supplier contact.
  4. Add other necessary information and click Save as new.

Edit a contract

  1. Go to Projects & services > Contracts.
  2. Edit a contract either by:
    • Click on the contract and in the summary page click Edit or
    • Click the pencil icon of the contract you want to edit.
  3. After you have done the changes, click Save.

Delete a contract

  1. Go to Projects & services > Contracts.
  2. Click on the checkbox of the contract you want to delete.
  3. Click Delete.
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