Switch Contract Type

Overview

The Contract Type of Fixed Cost or Cost Plus is initially selected when a project is created. Refer to the article Understanding Projects for more information about Fixed Cost and Cost Plus contract types.

By default, all project contracts are set to Fixed Cost when created. If you are a cost-plus builder, then make sure to switch this when setting up the project information on the Overview tab.

Note: You can only change the Contract Type before

• The estimate is approved
• A change order is approved
• Or you have inputted the first expense

In the project, go to the Overview tab > Project Information > Contract Type dropdown.

Note: Check the breadcrumbs at the top of the page to ensure you are in the correct project.

Select the new Contract Type.

Click Save at the bottom of the page. Note: The Client Summary tab displays only for Cost Plus projects.