Things to do before you add a Commitment
Updated
Things to do before you add a Commitment
Suggested Prior Reading
Commitments - Overview
Overview
When adding a Commitment, the Contracted Company is a required field (i.e. the system must know who the Purchase Order or Subcontract agreement is being done with).
There are also optional fields to identify the Invoice Contact.
These contacts must be setup in the Project Contacts prior to adding the Commitment.
Commitments in certain statuses will also appear on the Budget. It is optional to first create the Budget Line item for the Commitments on the Budget itself (although they can be assigned later on as well).
Steps
Before adding a Commitment:
1) Ensure the vendor or sub-contractor in setup in Project Contacts
2) To record the contact for the purchase order or Subcontract, ensure the contact is setup in the Project Contacts
3) Setup Budget line items for the Direct Costs (if they are budgeted). (Un-budgeted Direct Costs can be added to the Budget later on), see Add New Individual Line Item to the Budget or Bulk Add line items to a Budget (via an Excel spreadsheet)
Next Steps
Add a Commitment
See Also
Commitments
Commitments - Overview
