How to...
When you specify settings related to managing contracts, you determine the default allocation method for estimate fees and create templates for estimated revenue allocation.
- Related Topics:
- Select a Default Allocation Method for Estimated Fees
You can select a default allocation method for allocating estimated fees to specific dates. A different allocation method can be selected in the Projects hub for individual projects. - Create Estimated Fees Allocation Templates
You can set up and save templates for use as the basis for fee allocations on the Estimated Fee tab of the Contract Management form in the Projects hub.
Parent Topic: Contract Management Settings