Contract Management: How the Module Works

Module Sections

Overview—summary of requests and contracts (KPIs: total, pending, active, expiring; income vs. expense).

Contract Requests—contract initiation and approval before signing.

Register—contract list with filters by status, type, and direction.

Approval—separate inboxes for requests and contracts.

Correct Workflow

In the system, a contract doesn't appear out of nowhere—it's born from an approved request.

1. A contract request is created (the initiator describes the need).
2. The request is approved following the route.
3. From the approved request, the contract itself is created.
4. The contract is executed: payment schedule, payment tracking, budget vs. actual.

Budget vs. Actual by Contract

In the contract card, a "Budget vs. Actual" block shows planned amount, paid (from linked payment requests), and remaining balance.

The actual amount grows as payments are made with a link to this contract.