Modifications Tab
Use this tab to enter and track contract modifications.
When you open this tab, the table window displays modifications for the projects linked to the contract record. No rows are displayed unless there are project modifications at or below the project linked to the contract record. The only exception is if there are rows manually entered on the Contract/Project Modifications subtask; these rows display on this tab.
All fields in the table window are read-only. You can modify existing project modifications or create new modifications using the Contract/Project Modifications subtask if these functionalities are enabled on the Configure Project Settings screen. Any changes you make in the contract and funded values for new or existing project modifications on this tab will also update the modification values for the project in your Costpoint database.
You can delete an existing modification in the table window. Note, however, that once you delete a modification record for a project, that record will be removed not only from the CRM & Contracts domain but also from your Costpoint database.
Table Window
| Field | Description |
|---|---|
| Collapse All |
Click this button to collapse table information and display data only for the parent projects linked to the contract. Note: In expanded view, you can display the parent project for just one project group by clicking the collapse button (minus sign) beside the parent project ID.
|
| Expand All |
Click this button to expand table information and display both parent and lower-level projects linked to the contract. Note: You can display lower-level projects for just one project by clicking the expand button (plus sign) beside the project ID.
|
| Project | This field displays the ID of the project linked to the contract. |
| Project Link | This field displays the project ID as a hyperlink that you can click to open the Manage Project User Flow screen and access additional information about the project. |
| Name | This field displays the project name. |
| Contract Mod ID |
This field displays the contract modification ID. If the modification record has a Project Mod ID and no Contract Mod ID, the modification was entered in Project Modifications (that is, either on the Manage Modifications screen or on the Modifications subtask of the Manage Project User Flow screen). If the modification record contains both a Project Mod ID and a Contract Mod ID, the modification was entered on the Contract/Project Modifications subtask of Manage Contracts. |
| Project Mod ID | This field displays the project modification ID. |
| Modification Description | This field displays the description of the contract/project modification. |
| Effective Date | This field displays the effective date for the contract/project modification. |
| Start Date | This field displays the period of performance start date of the contract/project modification. |
| End Date | This field displays the period of performance end date of the contract/project modification. |
| Contract Value Modifications Amount | This field displays the total contract amount for the modification. |
| Contract Value Modifications Fee % | This field displays the contract fee % for the modification. |
| Contract Value Modifications Current Cost | This field displays the contract cost amount for the modification. |
| Contract Value Modifications Current Fee | This field displays the contract fee amount for the modification. |
| Funding Modifications Amount | This field displays the total funded amount for the modification. |
| Funding Modifications Fee % | This field displays the funded fee % for the modification. |
| Funding Modifications Current Cost | This field displays the funded cost amount for the modification. |
| Funding Modifications Current Fee | This field displays the funded fee amount for the modification. |
Subtask
| Subtask | Description |
|---|---|
| Contract/Project Modifications | Use this subtask to enter, edit, or view modifications for signed and funded values as well as period of performance for the contract. |