Contract Tab of the Projects Form

Use the Contract tab on the Projects form (Planning mode) to view a detailed analysis of the contract information related to the current project. This includes calculations, specific breakdowns of billing amounts, and other plan details down to the designated work breakdown structure (WBS) level. You cannot make any changes to the information on this tab.

The amounts on this tab come from or are calculated from the amounts entered on the Budget & Revenue tab in the Projects hub in the desktop application.

The amounts on this tab display at billing or cost, depending on the option you select in the upper-right corner of the form. Whether both options are available depends on the budget type selected for the project plan. If both Billing and Cost options are available, you can switch between them, and the tab's information will update accordingly.

If your firm uses multiple currencies, the currency in use is indicated next to the Billing or Cost option. The project cost currency is always used when viewing projects and plans at cost. A configuration setting that your system administrator selects determines whether project cost currency or billing currency is used when you view projects and plans at billing.

When you select the Cost option, some information may not display if your security role does not provide access rights to labor cost rates and amounts.

Contents

The columns described below are the columns that are potentially available to display in the grid. Click next to the upper-right corner of the grid to add or remove columns. When setting up Deltek, your system administrator may decide that some columns will not be used. Those columns will not be available for selection.

Field Description
Level If no plan exists for the project, this column displays the elements in the project WBS. If a plan exists for the project, this column displays the elements in the plan WBS. In either case, you can expand or collapse the levels of the structure.

By default, only names display for WBS elements, but you can display WBS numbers along with the names. Click next to the upper-right corner of the grid, and select the Show Project Numbers check box in the Column Settings & Selections dialog box.

Compensation This column displays the compensation amount: Labor + (Direct expenses or Indirect expenses).
Direct Consultants This column displays the direct consultants fee for each WBS element.

The sum of the amounts in this column and the amounts in the Reimbursable Consultants column displays in the Contract column on the Consultants tab.

Direct Expenses or Indirect Expenses For projects with the Regular charge type, this column displays the direct expenses fee for each WBS element. For projects with the Promotional or Overhead charge type, this column displays the indirect expenses fee for each WBS element. The column heading displayed is based on the project charge type.

An indicator displays to alert you when compensation exceeds direct expenses.

The sum of the amounts in this column and the amounts in the Reimbursable Expenses column displays in the Contract column on the Expenses tab.

Labor This column displays the direct labor fee for each WBS element.

The amounts in this column also display in the Contract column on the Labor tab.

Notes Click in this column to enter or display plan notes related to the WBS element.

Be aware that a note is attached to the WBS element, not to the plan. If you save the baseline, the current version of the note is not saved as part of the baseline. If you publish the plan, the current version of the note is not part of the published plan. If you revert plan changes, changes you made to a note are not reverted.

The plan notes are also displayed in an info bubble, along with other information for a WBS element, when you click on the WBS element in any of the planning grids in the Projects hub or in Resource Management.

% of Total Contract This column displays each WBS element's percentage of the total contract for the project: Total contract amount for the WBS element / Total contract amount for the project x 100.

This column is only available if At Lowest Level Only is selected in Project Fee Entering Method on the Accounting System Settings form in the Desktop application (Settings > Advanced Accounting > System).

Reimbursable Allowance

This column displays the reimbursable allowance amount for each WBS element, which is all expenses that will be reimbursed to your company by the client: Reimbursable expenses + Reimbursable consultants.

Reimbursable Consultants

This column displays the reimbursable consultants fee for each WBS element.

The sum of the amounts in this column plus the amounts in the Direct Consultants column displays in the Contract column on the Consultants tab.

Reimbursable Expenses

This column displays the reimbursable expenses fee for each WBS element.

The sum of the amounts in this column plus the amounts in the Direct Expenses or Indirect Expenses column displays in the Contract column on the Expenses tab.

Total Contract

This column displays the total contract amount for each WBS element: Labor + Direct or indirect expenses + Direct consultants + Reimbursable expenses + Reimbursable consultants.

Click this icon next to the upper-right corner of the grid to display the Column Settings & Selections dialog box and do either of the following:
  • Display WBS numbers along with names in the grid
  • Add or remove grid columns
To display the Contract Calculations chart and the Contract Breakdown chart for a WBS element, hover over or click the WBS row and click this icon at the end of the row.

The charts display in the Contract Charts dialog box. If you leave the dialog box open, you can select other rows in the grid, and the charts update automatically to reflect the currently selected row. The charts also update automatically if you change data in the grid that affects the currently selected row.