Costpoint Online Help

Using the Help Search
Using the Help Search
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Contents of the View Contract Financial Information Screen

Use the fields and options to configure the View Contract Financial Information screen.

Selection Criteria

Use this group box to specify the records to be included.

Field Description
Contract ID Enter, or click to select, the contract ID. The unlabeled field to the right displays the contract name.
Record Status Select the record status of the contract. Valid values are Active and Inactive.
Prime Contract No Enter the prime contract number (the number on the signed contract with the customer). The unlabeled field to the right displays the prime contract number description.
Opportunity ID Enter, or click to select, the opportunity ID. The unlabeled field to the right displays the opportunity name.
Contract Status Enter, or click to select, the contract status. The unlabeled field to the right displays the contract status description.
Contract Type Enter, or click to select, the contract type. The unlabeled field to the right displays the contract type description.
Contract Vehicle Enter, or click to select, the contract vehicle. The unlabeled field to the right displays the contract vehicle description.
Task Order No Enter the task order number.

Contract Financial Information

All fields in this section are read-only. This is populated when you click . Data can be displayed in table view or form view. For illustration purposes, form view is used in the structure of the following help descriptions.

Contract Financial Information

This group box provides basic information about the contract.

Field Description
Contract ID This field displays the contract ID. The unlabeled field to the right displays the contract name.
Record Status This field displays the record status of the contract. Valid values are Active and Inactive.
Prime Contract No This field displays the prime contract number (the number on the signed contract with the customer).
Costpoint Opportunity If selected, this check box indicates that the opportunity associated with the contract is a Costpoint opportunity and exists on the Manage Opportunities screen.
Opportunity ID This field displays the opportunity ID of the opportunity linked to the contract. The unlabeled field to the right displays the opportunity name.
Contract Status This field displays the contract status.
Contract Type This field displays the contract type.
Contract Vehicle This field displays the contract vehicle.
Task Order No This field displays the task order number.
Anticipated Contract Value This field displays the anticipated contract value.

Contract Info

Use the fields in this group box to view information on the contract value of the contract. Amounts are derived from the contract values of the projects linked to the contract.

Field Description
Cost This field displays the contract value for cost for the contract.
Fee This field displays the contract value for fee for the contract.
Fee % This field displays the contract fee % for the contract.
Total This field displays the total contract value for the contract.

Funding Info

Use the fields in this group box to view information on the funded value of the contract. Amounts are derived from the funded values of the projects linked to the contract.

Field Description
Cost This field displays the funded value for cost for the contract.
Fee This field displays the funded value for fee for the contract.
Fee % This field displays the funded fee % for the contract.
Total This field displays the total funded value for the contract.

ITD Amounts

Use this group box to view inception-to-date (ITD) amounts for the contract. Amounts are derived from the ITD amounts of the projects linked to the contract.

Field Description
Cost (Actual Rates, Target Rates) These fields display the ITD costs for the contract calculated at actual and target rates as of the date in the Values As Of Date field.
Fee (Actual Rates, Target Rates) These fields display the ITD fee for the contract calculated at actual and target rates as of the date in the Values As Of Date field.
Revenue (Actual Rates, Target Rates) These fields display the ITD revenue for the contract calculated at actual and target rates as of the date in the Values As Of Date field.
Percent Complete Funding (Actual Rates, Target Rates) These fields display the ITD percent complete of the funded value for the contract calculated at actual and target rates as of the date in the Values As Of Date field.
Values As Of Date This field displays the subperiod end date for the fiscal year/period/subperiod indicated on the Configure Contract Management Settings screen whether or not the Use Accounting Period Below option is selected on that screen.
ITD Billed Amount This field displays the ITD amount billed for the contract as of the date in the Values As Of Date field.
Open Receivable Amt This field displays the open receivable amount for the contract as of the date in the Values As Of Date field.