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Tracking costs for contract items

Overview

The Costs chart is displayed in a contract item’s preview and visualizes the related financial data. This data is obtained from all cost plans and bookings of this contract item.

Analyzing costs for a contract item

To access the charts:

  1. Open the Contracts application and go to the Purchase Contracts > All Contract Items navigation item.
  2. Click any item. If it has cost plans and related bookings, the preview displays the Costs chart.

This line chart shows the following values:

  • Actual

The line displays the amount of money recorded by bookings. Each marker on this line represents the accumulated amount that has been billed by the specified point in time.

  • Planned

The line displays the expected amount of money calculated by cost plans. Each marker on this line represents the accumulated amount of cost projections by the specified point in time.

Hover over the markers to see the exact amounts that have been billed or expected. Note that costs’ data is always displayed in the system currency.

Double-click a marker to see a list of records for a particular period in time.