A contract connects a customer commitment to the JSM work-items whose worklogs should count against it. Choose the contract type first; the form then shows only the fields needed for that model.
Create a contract
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Open the Contracts dashboard and select Create Contract.
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Enter a clear Contract Name and, optionally, a customer-facing Description.
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Choose Fixed Term, Recurring, or Hour Bank.
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Complete the dates, hours, rate, and recurrence or expiry options shown for that type.
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Define the eligible issues using basic filters or Advanced JQL.
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Set Contract Metrics Visibility according to whether customers should see the contract in the portal.
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Select Create, then verify the new row on the dashboard.
Choose the right contract type
|
Type |
Use it when |
Required behavior |
|---|---|---|
|
Fixed Term |
Support is available during a defined date window. |
An end date is required. With Contracted Hours on, enter an hours allowance and the contract expires when hours or the date is reached. With the toggle off, it is date-only and the hours target and rate are not used. |
|
Recurring |
A customer receives a fresh allowance every month or year. |
Enter contracted hours and select Monthly or Yearly. Enable Rollover to carry unused hours forward. Rollover expiry is available in the Advanced edition. |
|
Hour Bank |
A customer prepays for a pool of hours. |
Enter contracted hours and choose When hours are exhausted, or Hours or End Date, whichever comes first. The second option also requires an end date. |
Common fields
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Contract Name — use a name that identifies the customer and commercial commitment.
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Description — optional context for administrators; it can also appear in the customer portal when enabled in Settings.
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Start date — the date from which the contract applies.
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Rate per Hour — optional commercial reference displayed using the currency selected in Settings.
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Contract Metrics Visibility — controls whether contract metrics can be shown to customers on covered requests.
Select the Jira issues that count
Use the standard selectors for common customer and project rules. Turn on Use Advanced JQL for more precise logic. After entering JQL, press Enter to validate and apply the query before creating the contract.
Avoid overlapping scopes. If the same issue can match more than one active contract, review the filters before relying on the totals.
Examples from the current interface
Fixed Term with contracted hours
Turn Contracted Hours off when the agreement should be measured only by its end date.
Recurring allowance
Choose Monthly or Yearly and decide whether unused hours should roll over.
Hour Bank expiry options
Choose hours-only expiry or the combined hours-or-end-date rule shown below.
