Follow the process detailed below to use sub types for Budgets on a Contract Type
Configure the contract sub types and reporting values
Configure budgets per contract sub types
Set the contract sub type on the client's contract
Create a contract appointment
Configure the contract sub types and reporting values
- Go to Contracts >> Click on Contract Types >> Click on to edit the Contract Type
- Click on Sub Types and Reporting Values tab >> Click on Add Sub Type and fill the form as required >> Click OK
- Select an option from the Base a Contract's Reporting Value on dropdown list.
- Select the Contract Sub Type, Date From, Date To and Value
- Include all Contract Sub Types as needed and set Contract Reporting Value per Sub Types
- If required, tick the box Is a Sub Type mandatory on a Contract. This will ensure a new Contract cannot be saved until a sub type has been selected on that Contract
Configure budgets per contract sub types
- Click on Budgets tab >> Click on Add Budget >> Fill the form >> Tick Is this a default Budget? to automatically include this Budget when creating a client's contract
- Select the Restrict to Sub Type >> Click OK
- Click on Add Budget if you need to include more Budgets
- Click on Save
Set the contract sub type on the client's contract
- Go to Contracts >> Click on All Contracts >> Select the Contract Type previously set >> This will then allow the new Contract Sub Type box to appear >> Select the Contract Sub Type
- Click on Providers & Budgets tab >> Select the Budget Type
- Click on Add Default Budget to automatically set the Budget for this client's contract >> the Total Value will pull through accordingly
- Select the Contract Providers >> select Default Budget from the drop-down list
- Click on Add Budget if you need to include a new Budget
- Click on Save
Create a contract appointment
- Go to Appointments >> Right-mouse click >> Click on New Contract Appointment
- Fill the form and select the Budget
- Click on Save
- Go to All Contracts >> Click on to edit the client's contract >> Click on Providers & Budgets tab to view the Appointments. You will see the Hrs % Complete and Work In Progress Value now reflects values based on that appointment now being applied to the contract
Note: If you need to, you can duplicate the Contract Type so that the Contract Details, Sites & Commission, Providers & Budgets, Due Dates & Outcomes and Charges are copied over into a new Contract Type. Click on to create the copy >> Make changes as required.