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Learn more about some important or complex aspects of setting up Vantagepoint to support contract management.
- Related Topics:
- How Contract Management Settings Affect Contract and Compensation Entry
Use the combination of the two settings on the General tab of the Contract Management settings form to establish the extent to which you want expected compensation amounts to be controlled by contract amounts and to indicate how compensation amounts and contract amounts can be spread across lower levels of the project work breakdown structure (WBS) in the Projects hub. - Estimated Fee Allocation Methods
If the CRM, CRM Plus, or Resource Planning module is activated, you can use the Project Forecast report to allocate your estimated fees for projects across time to help you forecast your future revenue stream. To do that, you use the Estimated Fee tab on the Contract Management form in the Projects hub to select an allocation method for estimated fees. - Additional Setup Tasks for Contract Management
In addition to the settings on the Contract Management settings form, you should complete some additional tasks to facilitate contract management.
Parent Topic: Contract Management Settings