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Workspace PS Web App & Platform
Categories Budget & Cost Management
Created by Katy Rodina
Created on Jun 28, 2023

RELATED IDEAS

Add Financial Summary to Contract Record

Right now, you have to go to 3 different places to see full SOV including CO for a contract and see how much has been paid against the contract and each line. Can we add a tab in the contract record that shows a full financial summary including a list view of all lines that are on the original contract and CO detailing the line amount, invoiced amount, retainage amount, balance, and % complete. In addition to the line detail this tab would have a banner summary showing all the info in the financial summary of the CI record but include any current CO that maybe has not been billed against yet. This would be accurate to the date/time you are looking at it not just the time the last invoice was processed.

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