How to...
You can enter contract dates and amounts and related information, along with expected compensation amounts, on the Contract Management form in the Projects hub. You can also set up the allocation of estimated fees for Project Forecast reports.
Many of the procedures that you use in the hubs are similar across all hubs (for example, Copy a Record). For detailed information, see Hubs Basic Procedures.
- Related Topics:
- Enter Expected Compensation Amounts for a Project
When you set up a new project, you can use the Contract Management form in the Projects hub to enter expected compensation amounts for the project as a whole or for individual work breakdown structure (WBS) elements. - Enter Contract Information for a Project
Use the Contract tab of the Contract Management form in the Projects hub to enter contract information and amounts for a project. - Allocate Sales Credit for a Contract
To allocate sales credit for a contract to one or more employees, display the Credit Allocation dialog box from the Contract tab of the Contract Management form. When you generate a Sales Credit report, the allocation percentages are used to calculate the portion of the total contract amount for which each employee is given sales credit. - Set Up Estimated Fee Allocations for a Project
Use the Estimated Fee tab of the Contract Management form to set up estimated fee allocations that are then used to forecast your potential revenue stream on the Project Forecast report.
Parent Topic: Contract Management