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

A contract can be associated with multiple Projects, Milestones, or Tasks to define delivery coverage
Each individual work item is linked to a single contract, ensuring clear commercial ownership
Contracts may include sub-contracts, which are included in contract-level financial rollups
Contract records appear as Related Items on work items and customer sub-systems

Customer and Sponsor

Each contract is linked to a single Customer
A Contract Sponsor can be assigned using the Customer’s contact information

Permissions

Permissions are managed at the Contract level
By default, the Contract Owner has full visibility across the contract and related entities
Permissions do not propagate from the contract to associated work items and remain independent

Relationship to Delivery Work

Every work item is associated with one contract, ensuring consistent commercial alignment
Work Items and Contract Purchase Order associations provide contractual context directly within execution workflows