An agreement in project represents any form of negotiated contract between you and one of your

customers to accomplish the tasks of a project. You specify all the financial terms & conditions
(such payment term, agreement amount, currency, etc.) in the project agreement. All the project
invoices and revenues are generated as per the signed agreement.

You can use agreements to fund projects and tasks. You can specify only one customer in an
agreement but system allows you to associate more than one customer in a project. You can
fund a single project from many different agreements from different customers. Similarly, you can
use a single agreement to fund different projects.

Each project agreement consists of 2 different levels of data

1. Header Level Information
2. Funding Level Information

You can create an agreement by various different methods.

1. Manually entering all the header & funding details
2. Importing the entire header & funding information from an excel file.
3. Copying an existing agreement in the agreement form.

• Project Funding Information

• nishitD
• 2015-08-18 09:48:53
You can fund one or more projects from a single agreement. To fund a project from an
agreement, the agreement customer should be associated with the project.

You can create trasaction lines by various different methods.

1. Manually entering funding level information.
2. Importing funding details from a spreedsheet.
3. Copying any existing funding lines.

Line Id:
Line id is a read-only field. Line id is an auto increased, primary key of the
prj_agreement_line table.

Project Number:
Enter the project number in the project number field. You can enter the project number in
different ways
iv. Enter 2 consecutive characters from any part of the project number in the project number
field and system will show you a list of projects containing the text entered in that field. You
can select the project number from the suggestion list.
v. If you know the complete project numbers then enter it in the project number field.
vi. If you want to search projects, then click on project number field. System will show you a
search icon next to the project field. Click on the search icon to search & project item.

Allocation Date:
Enter the date of the project funding.

Amount:
Enter the funding allocation amount in the project agreement currency.

Description:
Enter any comment /remark in the description field.
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