---
keywords: framework agreements, rates, client pricing, contracts, authorized employees, pricing, project setup, consistency, management, billing, blanket agreements, master agreements, rate agreements, umbrella contracts, pricing contracts
summary: Explains framework agreements as contracts that establish standard rates and authorized employees for multiple projects with a client. Covers creating, assigning rates, applying to projects, and managing framework agreements.
url: /management/pricing/framework-agreement
---

# Framework Agreements

## What are Framework Agreements?

Framework Agreements are contracts that establish standard rates and terms for multiple projects with a client. They define which employees can work at what rates, ensuring consistent pricing across all engagements with that client.

## Why Framework Agreements Matter

Using framework agreements helps you:

- **Ensure consistent pricing** - Apply the same rates across all projects for a client
- **Streamline project setup** - Auto-apply correct rates when creating projects
- **Control who can work on client projects** - Specify which employees are authorized
- **Improve forecasting** - Use standardized pricing for revenue predictions
- **Reduce admin work** - Don't recreate rates for each new project

## Creating a Framework Agreement

To create a new framework agreement:

1. Navigate to **Management** → **Pricing** → **Framework agreements**.

![Framework agreements list page showing empty state](../screenshots/framework-agreements-list-empty.png)

2. Click **New framework agreement**.

![New framework agreement form](../screenshots/framework-agreements-new-form.png)

3. Fill in the agreement details:

   **Required Fields:**
   - **Name**: Clear identifier (e.g., "ABC Corp - Standard Rates 2025")

   **Optional Fields:**
   - **Description**: Terms, duration, or special conditions

4. Click **Save**.

![Completed framework agreement form](../screenshots/framework-agreements-new-form-filled.png)

## Key Sections on a Framework Agreement

**Framework agreement** - Shows the agreement name, description, and allows you to edit these details.

**Attachments** - Attach supporting documents to the framework agreement.

**Assigned rates** - View and manage which rates are associated with this framework agreement. Click **Edit** to assign specific rates to the agreement.

**Framework rates** - Shows all rates configured for this framework agreement with filters by rate type, category, and firm/department.

**Framework projects** - Lists all projects that are using this framework agreement.

## Finding and Managing Agreements

**Finding Agreements**

Navigate to **Management** → **Pricing** → **Framework agreements**. Your framework agreements appear in a list showing the name, description, number of rates, and number of projects using the agreement.

![Framework agreement list](../screenshots/framework-agreements-list.png)

**Editing Agreements**

1. Click on the agreement name in the list
2. On the detail page, click **Edit** in the Framework agreement section
3. Update the name or description as needed
4. Click **Save**

![Framework agreement detail page](../screenshots/framework-agreements-detail.png)

![Edit framework agreement form](../screenshots/framework-agreements-edit-form.png)

**Deleting Agreements**

1. Click on the agreement name to view details
2. Click **Delete framework agreement** button
3. Confirm the action

## Using Framework Agreement Data

**Rate Consistency**

Track which rates are applied across different projects.

**Profitability Analysis**

Compare actual project performance against contracted rates.

**Resource Planning**

See which employees work under specific agreement terms.

## Best Practices

**Use Clear Naming**
Include client name and year for easy identification.

**Add Detailed Descriptions**
Help your team know when to apply each agreement.

**Review Annually**
Update agreements to reflect current rates and terms.