Managing Contracts
Contracts represent the primary commercial agreement governing professional services delivery. They define the commercial context for how work is executed, tracked, and financially managed within PSA.
Contract Associations
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A contract can be associated with multiple Projects, Milestones, or Tasks to define delivery coverage
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Each individual work item is linked to a single contract, ensuring clear commercial ownership
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Contracts may include sub-contracts, which are included in contract-level financial rollups
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Contract records appear as Related Items on work items and customer sub-systems
Customer and Sponsor
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Each contract is linked to a single Customer
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A Contract Sponsor can be assigned using the Customer’s contact information
Permissions
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Permissions are managed at the Contract level
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By default, the Contract Owner has full visibility across the contract and related entities
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Permissions do not propagate from the contract to associated work items and remain independent
Relationship to Delivery Work
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Every work item is associated with one contract, ensuring consistent commercial alignment
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Work Items and Contract Purchase Order associations provide contractual context directly within execution workflows