Financial Health Breakdown
- Last UpdatedJan 23, 2024
- 3 minute read
The Breakdown view of the contract Financial Health page shows a detailed breakdown of the financial values for the contract breakdown items (if configured for the contract) and line items.
To view a contract's financial health breakdown:
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Navigate to the home page of the contract whose financial health you want to view.
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Click the Financial Health tab.
The Financial Health page for the current contract is displayed. Values are shown in the contract base currency.
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If necessary, select Breakdown from the drop-down filter.
The top row of the table shows the data at contract level and can be collapsed to hide the breakdown items listed below.
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.
On this page, you can:
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Expand and collapse the data for each breakdown item to hide or display its associated line items, using the + and - buttons. By default, the breakdown item rows are collapsed.
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Click a value shown as a blue link to display a list of any communications which contribute to that value.
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Export a list of items based on the current filter, by clicking
Export.
The following table describe the values displayed. For breakdown items, the commitment, change and expenditure values are the sum of the associated line items.
|
Group |
Field |
Description |
|
Details (frozen columns) |
Code |
Contract: Reference Breakdown item/line item: Code |
|
Title |
Contract: Name Breakdown item: Name Line item: Title |
|
|
Part of Initial Contract |
Contract: Not applicable Breakdown item/line item: Indicates whether the breakdown item or line item was created in the contract before the first progress or financial communication was sent. |
|
|
Commitment |
Initial |
The initial commitment value. |
|
Approved |
The initial commitment plus the sum of all approved commitment changes. |
|
|
Approved Commitment (%) |
Contract: Not applicable Breakdown item/line item: The approved commitment of the item as a percentage of the total approved commitment for the contract. |
|
|
Difference |
The difference between the Initial and Approved commitment values, in the contract currency. |
|
|
Difference (%) |
The difference between the Initial and Approved commitment values, as a percentage of the initial commitment value. |
|
|
Change |
Pending |
The sum of all pending commitment changes. |
|
Potential |
The sum of all potential commitment changes. |
|
|
Exposure |
Contract: Not applicable Breakdown item/line item: The sum of all approved commitment changes plus the sum of all pending commitment changes plus the sum of all potential commitment changes. |
|
|
Expenditure |
Approved |
The sum of all approved expenditure for the contract, breakdown item or line item. |
|
Pending |
The sum of all pending expenditure for the contract, breakdown item or line item. |
|
|
Potential |
The sum of all potential expenditure for the contract, breakdown item or line item. |
|
|
Exposure |
Contract: Not applicable Breakdown item/line item: The sum of all approved expenditure plus the sum of all pending expenditure plus the sum of all potential expenditure. |
|
|
Financial Amount Claimed |
Contract: The sum of the financial amount claimed values of all line items in the contract, in the contract currency. Breakdown item: The sum of the financial amount claimed values of all line items associated with that breakdown item, in the contract currency. Line item: The financial amount of the line item so far claimed in the contract (i.e. in a Company to Contractor expenditure communication which has been Agreed/Approved), in the line item currency. |
|
|
Financial Amount Claimed (%) |
The value of the Financial Amount Claimed column as a percentage of the total approved commitment for the contract. |