Add Project to Contract

Explanation

Use this activity to add a project to a contract. You can enter several projects on a contract.

If applications for payment are to be used, both a project and a revenue activity is required before an application for payment can be created. If a revenue activity is added and an application for payment is created, postings can be created pegged to the revenue activity when submitting an application, certifying an application, and when creating an invoice.

Prerequisites

• A contract header must exist.
• A contract and projects must be within the same company.
• The project must have the same currency type as defined on the contract.

System Effects

The project (and revenue activity) will be added to contract.

Window

Sales Contract

Related Window Descriptions

Sales Contract/Project

Procedure

1. Open the Sales Contract window and click the Project tab.
2. Create a new line and enter a project ID. You can select a value from the List of Values.
3. If required, a revenue activity for the project and a note can be entered.
4. Right click and select the Set Default menu option if this is to be the default revenue activity for the contract.
5. Save the information.