Contract Definition

Contract Basics

Each contract includes a set of basic fields that define its main structure.

Contract Name

Every contract has a Name, which acts as its primary identifier.
You can enter any name you prefer, and TicketBook will use this name to reference the contract across all related screens.

Dates & Period Type

Each contract includes four key mandatory settings: Start Date, End Date, Time Zone, and Period Type.

The Start Date, End Date, and Time Zone selections define the beginning and end of your contract term.

The duration between your Start Date and End Date will be divided into periods, according to your Period Type selection.

TicketBook supports several Period Type options:

Fixed

The entire duration between the Start Date and End Date is treated as a single continuous period.

Monthly (Calendar Month)

Each calendar month between the contract’s Start and End Dates becomes a separate period.
Periods always begin on the first day of each month.

Monthly (Exact Day)

Each month is treated as a separate period, starting on the same day of each month based on the contract’s Start Date.

Annual (Calendar Year)

Each calendar year is processed as a separate period. New periods always begin on the first of January each year.

Annual (Exact Day)

Each year becomes a separate period, starting on the same day of the year based on your contract start date.

Click here for an example...

To illustrate all the differences, let's say we have a contract with irregular dates. Let's say you define a contract that starts on Jan 15th, 2023 and ends on Jan 14th, 2025. A two-year contract that starts and ends in the middle of a month.

If the Period Type is:

"Fixed", then the contract will have a single period from Jan 15th, 2023 to Jan 14th, 2025.
"Monthly (Calendar Month)", then the contract will have 25 periods. The first period will be Jan 15th, 2023 - Jan 31st, 2023. The second period will be Feb 1st, 2023 - Feb 28th, 2023. The following 22 will match all calendar months until Dec 2024. And the last period will be Jan 1st, 2025 - Jan 14th, 2025.
"Monthly (Exact Day)", then the contract will have 24 periods. The first period will be Jan 15th, 2023 - Feb 14th, 2023. The second period will be Feb 15th, 2023 - March 14th, 2023. The following 21 will be 30 or 31 day periods, all starting on the 15th of each month. And the last period will be Dec 15th, 2024 - Jan 14th, 2025.
"Annual (Calendar Year)", then the contract will have 3 periods. The first period will be Jan 15th, 2023 - Dec 31st, 2023. The second period will be Jan 1st, 2024 - Dec 31st, 2024. And the last period will be Jan 1st, 2025 - Jan 14th, 2025.
"Annual (Exact Day)", then the contract will have 2 periods. The first period will be Jan 15th, 2023 - Jan 14th, 2024. The second period will be Jan 15th, 2024 - Jan 14th, 2025.

Carry Over & Over Consumption Settings

TicketBook provides two optional settings that control how unused or exceeded quotas are handled during contract period calculations. Both settings are unchecked by default.

These settings directly affect how quota usage and over-consumption are calculated in the Contract Report, ensuring accurate contract tracking based on your selected quota policy.

Carry-over unused quotas to later periods

When enabled, any unused quota from the current period is transferred to the next period.
This allows future periods to benefit from the remaining quota, and the total available quota for upcoming periods is increased accordingly.

Allow over-consuming periods to borrow from later periods

When enabled, periods that exceed their assigned quota can borrow from the quota of upcoming periods.
This allows the system to redistribute quota across periods and calculate over-consumption based on the remaining balance of the entire contract duration.

Contract reports are calculated solely using Jira issues and SLAs on those issues. Since Jira already stores them, you can create contracts and get reports for your past issues as well.