Create Contract (V3)

Create a new Contract. The work breakdown structure supports three levels: WBS1 items may nest WBS2 items, which may nest WBS3 items. WBS2 and WBS3 items inherit the cost code and the project site of their WBS1 item, and the value of an item that has children must equal the sum of their values.

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Body Params
string
required
length ≤ 255
string
required
length ≤ 36

Project id

string | null
required

Vendor contact id - when create vendor contract, you are the client

string | null
required

Client contact id - when create your contract with the client

string
enum
required

Contract type - currently only standard contracts are supported via the public API

Allowed:
string
enum
required
Allowed:
wbs1
array of objects
required

Work breakdown structure of the contract. WBS1 items may nest WBS2 items, which in turn may nest WBS3 items.

wbs1*
string | null
enum
required

Defines how the Owner's Rep contracts with the Owner and who holds the vendor contracts. Advisory: Rep advises the Owner; the Owner holds all vendor contracts (Owner budget). Agency (Non-Bill Pay): Rep acts as agent for the Owner; the Owner holds vendor contracts; Rep does not handle vendor payments (Owner budget). Agency (Bill Pay): Rep acts as agent for the Owner; the Owner holds vendor contracts; Rep processes vendor payments (Owner budget). Principal – Fixed Fee Delivery: Rep holds all vendor contracts directly; the Main Contract with the Owner covers the full project scope; Your budget is used (primarily for closed-book arrangements). Principal – Transparent Billing: Rep holds all vendor contracts directly; the Main Contract with the Owner covers only Rep fees; full cost detail is shared with the Owner; Your budget is used (primarily for open-book arrangements).

Allowed:
string | null
enum
required
Allowed:
date | null
Defaults to null
date | null
Defaults to null
additional_attachment_ids
array of strings | null
Defaults to null

IDs of additional attachment files

additional_attachment_ids
string | null
Defaults to null
string | null
Defaults to null
string | null
Defaults to null
float | null
≤ 100
Defaults to null

Retention percentage from 0 to 100 with up to two decimal places (null or omitted means 0), applied to the contract rules and to every WBS1, WBS2 and WBS3 line

document_ids
array of strings | null
Defaults to null

IDs of the contract agreement files, shown as the Original Agreement in the contract documents

document_ids
string | null
Defaults to null

Note recorded on the contract's execution approval. It is shown as the approval note in the contract's approvals panel, is visible only to your workspace, and is not a contract document. Allowed only when status is executed.

execution_document_ids
array of strings | null
Defaults to null

IDs of files attached to the contract's execution approval. They are shown as approval documents in the contract's approvals panel, are visible only to your workspace, and are not listed among the contract documents; send the contract agreement in document_ids instead. Allowed only when status is executed.

execution_document_ids
Responses

400

Bad Request

401

Unauthorized

422

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