Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

View Contract Financial Information

Use this inquiry application to view financial information on contracts. You can view contract and funded values as well as inception-to-date (ITD) amounts for the contracts.

You can see ITD amounts calculated at actual and target rates. You can also get information on the anticipated contract value, revenue, and percent complete funding for each contract. The open receivable amount is included as well.

You should use this screen to view contract financial information without printing a report. If you want to view additional project data associated with the contracts or print project reports, use the Projects Linked subtask of the Manage Contracts screen to preview/print any of the following reports:

  • Project Status Report
  • Project Labor Summary Report
  • Project Non-Labor Detail Report

This screen is initially blank when you open it. Click to populate the Contract Financial Information table window based on the selections you made on this screen. If you do not specify data in any field and you click , this screen displays all records that exist in Manage Contracts. To limit the records that are displayed, you can use the Selection Criteria group box and specify record details that you want to include. You can perform inquiries on which you can specify the prime contract number, opportunity ID, and contract status. You can also view information for a single contract by entering the specific contract ID.

In the Contract Financial Information table window, the Contract ID and Opportunity ID field values are displayed as hyperlinks that you can click to open the Manage Contracts or Manage Opportunities screen and view more details about the contract/opportunity.
Note: This screen pulls data from the project tables based on the fiscal year/period/subperiod indicated in the Configure Contract Management Settings application whether or not the Use Accounting Period Below option is selected in Configure Contract Management Settings.
Note: This application is available only if you are licensed for CRM & Contracts.