--- title: How to Create a Contract description: Manage the procurement of new contracts and renewal of existing contracts --- [Skip to content](https://help.fmiworks.com/knowledge/how-to-create-a-contract#main-content) English Show submenu for translations [Log a Ticket](https://help.fmiworks.com/knowledge/kb-tickets/new?hsLang=en) [Go to Customer Portal](https://help.fmiworks.com/support?hsLang=en) [![Logo.svg\]](https://help.fmiworks.com/hubfs/Logo.svg)](https://www.fmiworks.com/) Open main navigation Close main navigation - English Show submenu for translations - [Log a Ticket](https://help.fmiworks.com/knowledge/kb-tickets/new) - [Go to Customer Portal](https://help.fmiworks.com/support) Get expert help, any time you need it - There are no suggestions because the search field is empty. 1. [Help Centre](https://help.fmiworks.com/knowledge?hsLang=en) 2. [Facility Teams](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en) 3. [Financial](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#financial) # How to Create a Contract ## Manage the procurement of new contracts and renewal of existing contracts This article is for FMI Works users who have been given the permission of Works Coordinator  ### Overview FMI Works provides a central place to store and manage all of your contracts for facilities management. It enables automatic reminder email alerts for key contract dates such as when a contract renewal is approaching. Facility management contracts typically include contractor agreements for maintenance services. They can also include any agreement with an expiry date, such as insurance renewals. ### Adding a new contract Go to the *Services* module and select *Financials* \> *New Contract.* ![](https://help.fmiworks.com/hubfs/undefined-Jun-06-2023-06-25-02-9085-AM.png) Update the following fields on the *Contract Details* tab. Mandatory fields **Ref No:**Type in your unique reference number. **Classification:**From the dropdown, select the most suitable classification.  **Type:**Select the type of contract from the dropdown.  **Contract Start:** Select the start date for your contract. **Contract Expiry:** Select the expiry date for your contract. Optional non-mandatory fields > **Name:**Add in a description of the contract name*.* > > **Owner:**From the dropdown, select the owner (stakeholder) for this contract. > > **Their Ref:**It can be used if the successful contractor has their own contract reference number or, alternatively, if your finance system has a different code. > > **Annual Amount:** Type in the numeric dollar amount. Note, you do not need to key in the dollar symbol. > > The *Total Contract Value* is a system generated field. This will auto calculate and populate the dollar amount. If the contract dates extend beyond an annual contract, the system will factor this into the calculation, as seen in the image below for the two-year contract. > > **Payment Frequency**:This option allows you to generate a schedule of rates for the duration of the contract. A new *Schedule of Rates* tab will appear after the contract has moved to a status of ‘In Progress’. ### Adding documents and notes Once you have added the above information, select *Save.* Two new tabs, *Documents* and *Log,* will then appear. ***Documents*** allows for the inclusion of supporting documentation. ***Log*** allows you to record notes against the contract. For example, 'Sent a copy of the agreement to the contractors for sign-off'. The log messages section also includes an auto-generated record when the status of a contract is updated. ![](https://help.fmiworks.com/hubfs/undefined-Jun-06-2023-06-25-26-6282-AM.png) ### Adding sites  From the *Sites* tab select the site/s this contract will cover. If you need to select more than one site, you must add them one at a time.   ![](https://help.fmiworks.com/hubfs/undefined-Jun-06-2023-06-25-39-7725-AM.png) ### More information See [How to Use Contracts](https://help.fmiworks.com/knowledge/how-to-use-contracts?hsLang=en). - [Resources](https://help.fmiworks.com/knowledge/resources?hsLang=en#main-content) - [Getting Support](https://help.fmiworks.com/knowledge/resources?hsLang=en#getting-support) - [Overviews](https://help.fmiworks.com/knowledge/resources?hsLang=en#overviews) - [Set Up](https://help.fmiworks.com/knowledge/resources?hsLang=en#set-up) - [Advanced Set Up](https://help.fmiworks.com/knowledge/resources?hsLang=en#advanced-set-up) - [Product Updates](https://help.fmiworks.com/knowledge/product-updates?hsLang=en#main-content) - [FMI Works Product Updates](https://help.fmiworks.com/knowledge/product-updates?hsLang=en#fmi-works-product-updates) - [Pulse Product Updates](https://help.fmiworks.com/knowledge/product-updates?hsLang=en#pulse-product-updates) - [Technical & Security](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#main-content) - [Application Programmer Interface (API)](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#application-programmer-interface-api) - [Cloud Specifications](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#cloud-specifications) - [Operational Requirements](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#operational-requirements) - [Security Policies](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#security-policies) - [Security Updates](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#security-updates) - [Facility Teams](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#main-content) - [Assets](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#assets) - [Dashboards & Reporting](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#dashboards-reporting) - [Financial](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#financial) - [Locations](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#locations) - [Planned Maintenance](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#planned-maintenance) - [Standard Requests](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#standard-requests) - [Supplier Management](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#supplier-management) - [User Management](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#user-management) - [Work Orders](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#work-orders) - [Attachments](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#attachments) - [Requesters](https://help.fmiworks.com/knowledge/requesters?hsLang=en#main-content) - [Accessing FMI](https://help.fmiworks.com/knowledge/requesters?hsLang=en#accessing-fmi) - [Requests](https://help.fmiworks.com/knowledge/requesters?hsLang=en#requests) - [Contractors](https://help.fmiworks.com/knowledge/contractors?hsLang=en#main-content) - [Accessing FMI](https://help.fmiworks.com/knowledge/contractors?hsLang=en#accessing-fmi) - [Accreditations & Inductions](https://help.fmiworks.com/knowledge/contractors?hsLang=en#accreditations-inductions) - [Quotes](https://help.fmiworks.com/knowledge/contractors?hsLang=en#quotes) - [Work Orders](https://help.fmiworks.com/knowledge/contractors?hsLang=en#work-orders) [![FMI](https://help.fmiworks.com/hs-fs/hubfs/FMI%20Logo%20Orange-1.png?width=99&height=33&name=FMI%20Logo%20Orange-1.png "FMI")](https://www.fmiworks.com/) Copyright © 2026, FMI Software Pty Ltd trading as FMI Works