Objectives
- Add Milestones to contracts
- Track and update milestones workflow
Steps
In Contra, you can now add as many milestones as needed to a specific contract.
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One important feature available in Contra is the Milestones which will help you log the milestones and deliverables of every contract.
There are also two workflows for every milestone: a general one and a financial one.
A Contra user can also visualize the contract milestones in a Gantt chart and can show these milestones to their clients in the Client Portal.
| Note |
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| Milestones will be visible to the Client Portal by default if the contract is visible to the Client Portal. |
From the Milestones tab, click the "Add Milestone" link
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at the top right of the page to add a new
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milestone to the contract/document.
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Give this milestone a title, define the tasks or deliverables
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that both parties agree on,
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as well as the percentage or sum of money that will be paid to the first party
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once
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those
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deliverables are done, set the dates, and attach any related files.
You can then track and update the milestone status such as Open, In Progress, Completed,
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On Hold, or Cancelled.
As well as the financial status if it's
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Paid, Partially Paid, Not Paid, Not Applicable, Non-Billable, or Cancelled.
For more information on
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LEXZUR, reach out to us at
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Thank you!
