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Excerpt
hiddentrue

instructions to set up a service contract

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Info

Projector has the concept of a service contract with overages. In this contract scenario, there is typically a base amount of hours that are pre-purchased and then hours over that fixed amount are billed at a different rate. A common example might be 10k for 100 hours of support a month. When the 100 hours is exceeded, the client is charged on a T&M basis for additional hours.

This help page will assist you in modeling a service contract.

Before we get started on the tutorial, it is helpful if you understand the structure of Projector service contracts. You'll need to have one engagement with at least two contract line items (CLIs) and two projects. Each project will be tied to a different CLI. On the first CLI, you'll define a start and end date for service periods as well as the number of contracted hours. For example, you might create a service period for each month and bucket 100 hours. The second project will be the destination of any overage hours. Overage hours are not automatically transferred. You will manually transfer the overage hours over to the new project.

Projector does not have any built-in concepts of underage hours, borrowing hours from later periods, or the expiration of hours. These are possible, however, they must be done manually.


Tip
titleAdditional Resources

Watch the Project Setup and Configuration Best Practices Webinar, where our implementation consultants walk through the project configuration process highlighting the key aspects of setting up a new contracts.


Permissions and Settings

To set up a service contract you will need to be able to edit the Engagement Contract Tab. The following users can edit contracts:

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