Contract Line Items

The Contract Line Items search page finds contracts and reports key data about them. You can bring in metadata like Contract Terms, Holdback, and Engagement Manager. In addition, you can specify key performance indicators (KPIs) and flag them when user-defined thresholds are exceeded.

Your contract line item dashboard can be reached by navigating to https://app.projectorpsa.com/x/ContractLineItemSearch or by using the primary navigation to go to Project & Planning | Contract Line Items

Permissions and Settings

You can access this topic if you can view at least one Contract Line Item (CLI). You can view a CLI if:

You are the engagement manager for the CLI's engagement
You have the cost center permission View Projects for the CLI's cost center

You cannot add Profit columns to the smart grid unless you have the global permission Resource Direct Cost (RDC) Data.

Budget data displayed for contract line items comes from their associated projects.

Flex Search

You can search on the following fields.

Field	Category	Description
Client	Client	Clients as set up in your installation
Client UDFs	Client	User Defined Fields associated with the Client entity
Contract Line Item	Contract Line Item	Contracts defined in the engagement
Contract Line Item Code	Contract Line Item	CLI Code
Contract Line Item Name	Contract Line Item	CLI Name
Cost Contract Terms	Contract Line Item	One of the following Time and Materials Not to Exceed Fixed Price Non-chargeable
Time Contract Terms	Contract Line Item	One of the following Time and Materials Not to Exceed Fixed Price, Revenue Schedule Fixed Price, Percent Complete Non-chargeable
Time Contract Amount	Contract Line Item	Negotiated Time Contract Amount
Time Contract Amount (Reporting Currency)	Contract Line Item
Cost Contract Amount	Contract Line Item	Negotiated Cost Contract Amount
Cost Contract Amount (Reporting Currency)	Contract Line Item
Last Revenue Recognition Cutoff Date	Contract Line Item	Date up till when revenue is recognized
Revenue Recognition Method	Contract Line Item	Percent Complete method, RDC method, Contract Revenue Method
Holdback (Yes/No)	Contract Line Item
Holdback Type	Contract Line Item
Holdback Amount	Contract Line Item
Holdback Amount (Reporting Currency)	Contract Line Item
Holdback Percentage	Contract Line Item
Deferred Revenue Opening Balance	Contract Line Item
Deferred Revenue Opening Balance (Reporting Currency)	Contract Line Item
Engagement	Engagement
Engagement Code	Engagement
Engagement Cost Center	Engagement
Engagement Company	Engagement
Engagement Currency	Engagement
Engagement Manager	Engagement
Engagement Stage	Engagement
Engagement Type	Engagement
Engagement Type Productive (Yes/No)	Engagement
Billing Cycle	Engagement
Engagement UDFs	Engagement

Smart Grid

The smart grid is displayed in the lower half of the screen and shows your search results.

KPIs

Key Performance Indicators (KPIs) - If a field is marked as a KPI then you can set up a flag to turn the field red. For example, if project margin is below 75% then flag the cell red.

Edit your results grid to include a KPI field.
Click the white/blue arrow icon (
) and an editor window will appear. Fill out the form.
Values that fulfill the criteria are colored red

Result Columns

Reporting Currency - you'll notice that some fields are duplicated, except that one field has "Reporting Currency" in parentheses after it. These fields will display a currency based on your search settings. For example, you might see Billing Adjusted Revenue (GBP). These fields are FX'd based on the settings in your Currencies and FX Rates Editor. If you want to see values in the engagement's natural currency, choose the version that does not include a currency after it. If you want to change the displayed currency, go to Options | Customize results grids | Reporting Currency.

User-Defined Fields - If your installation has user defined fields (UDFs), then you'll see these as options in your grid too. Each UDF will be preceded by its type. For example, the project UDF "Priority" would be listed as "Project Priority".

Billing

These fields have to do with whether the time cards, cost cards, or milestones are on an issued invoice.

Field	KPI	Description
% Unbilled Billing Adj Revenue	Yes	Percentage of actual time that has not yet been billed
Billed Billing Adj Revenue	Yes	Actual time that has been billed. For T&M/NTE contracts this will be the amount on issued invoices. For FP contracts it will be zero.
Billed Billing Adj Revenue (Reporting Currency)	Yes	Same as above, but FX'd to your specified currency (see grid options)
Billed Client Amount	Yes	Total client amount on invoiced cost cards
Billed Client Amount (Reporting Currency)	Yes	Same as above, but FX'd to your specified currency (see grid options)
Billed Milestone Amount	Yes	Total milestone amount on invoiced milestones
Billed Milestone Amount (Reporting Currency)	Yes	Same as above, but FX'd to your specified currency (see grid options)
Foregone Milestone Count	Yes	The number of foregone milestones
Late Milestone Count	Yes	The number of late milestones
Total Milestone Count		Thte total number of milestones
Unbilled Billing Adj Revenue	Yes	Total amount of time cards that are not yet on an issued invoice
Unbilled Billing Adj Revenue (Reporting Currency)	Yes	Same as above, but FX'd to your specified currency (see grid options)
Unbilled Client Amount	Yes	Total amount of cost cards that are not yet on an issued invoice
Unbilled Client Amount (Reporting Currency)	Yes	Same as above, but FX'd to your specified currency (see grid options)

Client

See the Client Editor to view/edit these values.

Field	KPI	Description
Primary Client Name		Client Editor
Primary Client Number		Client Editor
Client UDFs		User Defined Fields Editor

Contract Line Item

All of these settings are managed on the Engagement Contract Tab.

Field	KPI	Description
Contract Line Item Code		Engagement Contract Tab
Contract Line Item Name		Engagement Contract Tab
Cost Contract Amount	Yes	Engagement Contract Tab
Cost Contract Amount (Reporting Currency)	Yes	Same as above, but FX'd to your specified currency (see grid options)
Cost Contract Terms		Engagement Contract Tab
Holdback Amount	Yes	Engagement Contract Tab
Holdback Amount (Reporting Currency)	Yes	Engagement Contract Tab
Holdback Percentage	Yes	Engagement Contract Tab
Time Contract Amount	Yes	Engagement Contract Tab
Time Contract Amount (Reporting Currency)	Yes	Same as above, but FX'd to your specified currency (see grid options)
Time Contract Amount less Holdback	Yes	Engagement Contract Tab
Time Contract Amount less Holdback (Reporting Currency)	Yes	Same as above, but FX'd to your specified currency (see grid options)
Time Contract Terms		Engagement Contract Tab

Engagement

These settings are managed on the Engagement Info Tab.

Field	KPI	Description
Billing Cycle Name		Engagement Billing Tab
Engagement Code		Engagement Info Tab
Engagement Company Name		Engagement Info Tab
Engagement Company Number		Engagement Info Tab
Engagement Currency Code		Engagement Info Tab
Engagement Manager Display Name		Engagement Info Tab
Engagement Manager Email Address
Engagement Manager Employee ID
Engagement Manager First Name
Engagement Manager Last Name
Engagement Name		Engagement Info Tab
Engagement Primary Cost Center Name		Engagement Info Tab
Engagement Primary Cost Center Number		Engagement Info Tab
Engagement Stage Name		Engagement Info Tab
Engagement Stage Short Name
Engagement Type Billable (Yes/No)
Engagement Type Name		Engagement Info Tab
Engagement Type Productive (Yes/No)
Engagement Type Short Name
Engagement UDFs		Engagement Info Tab

Issues

Used when you have Project Workspaces enabled.

Field	KPI	Description
% Late Issues	Yes	Workspace Issues