View the contract breakdown

On the Contract Breakdown page, you can view and manage the different items which make up the contract's financial breakdown information:

• Breakdown items (not framework agreements)

• Line items

• Progress measures

The following image shows how the different items of contract financial information are related.

Users with the following contract roles can view the contract financial breakdown items on the Contract Breakdown tab:

• Contract Owner

• Contract Administrator

• Company Representative

• Contract Budget Holder

• Contract Auditor

To view a contract's breakdown items:

1. Navigate to the home page of the contract you want to work on.

2. Click the Contract Breakdown tab.

   A table of the items of contract financial breakdown items is displayed. Line items are grouped by the breakdown item they are associated with, if breakdown items are configured for the contract. Framework agreements cannot have breakdown items.

   By default, breakdown items are listed according to the display order assigned when they were created. You can reorder them as needed; see Contract breakdown items.

   The allocated and unallocated commitment values are shown at the bottom of the page to assist with contract setup:

   • Initial Commitment - the total initial commitment of the line items

   • Unallocated Commitment - the initial contract commitment minus the total initial commitment of the line items

     Note The initial commitment value of each breakdown item is equal to the sum of the initial commitment values of its associated line items.

On this page, you can:

• Expand and collapse the breakdown item rows to display their associated line items, and expand and collapse the line item rows to display their associated progress measures, by clicking + and -.

• Import all financial information for the contract from a single Microsoft Excel spreadsheet. See Import contract setup data.

• Create and manage individual breakdown items, line items and progress measures for the contract. For more information, see:

  • Contract breakdown items

  • Contract line items

  • Progress measures

• See the setup exceptions for the contract. Red text and a pink background for an item indicates that there may be problems (exceptions to note) with its setup. Click the item to see the details.

  The number of Setup Exceptions is displayed at the bottom of the page as an icon. Click it to filter the list of items.

  

  For more information, see Setup exceptions.

• Filter the items by typing part of one of the following:

  • Breakdown item code or title

  • Line item code, supplementary code, name or control account code

  • Progress measure title

    Click the button to expand the search box, and type the search text.

• Sort the items by clicking the column headings.

• Export a list of items based on the current filter, by clicking Export.

Field descriptions