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PSA Options - Contract Templates

  • Updated

Before creating a contract template, you should have created at least one SLA Policy and Rate.

 

Creating a contract template

Firstly, navigate to Admin > PSA Options > Contract Templates

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Select Add Contract Template

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You'll be presented with the following screen. Enter the details of your Template.

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  • Template Name
  • Contract Icon/Colour
  • Description: A brief description of your contract
  • SLA Policy: The SLA to be applied to this contract

Proceed by clicking Save

Add a rate by selecting Add Contract Rate. You'll be presented with the following screen.

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Rate: Use the drop down to select the rate
Allowance: CIT

Proceed by selecting Save

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