Hi all,

We have consultancy contracts that we do not currently enter in the Contracts tab of Planning as it's for work that will be capitalized - so we are currently showing it in the Planned Assets tab.

Is there a way to capture all the contract details (dates etc) but also be a Planned Asset without duplication of values?

Is this something anybody else has come across?  any ideas would be greatefully received.

Thanks

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Martyn
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#ApptioPlanning(ITP/ITFMF)

We have been considering do this as well.  I was considering doing something like I handle our chargeback contracts. I setup the contract itself in Contracts. Then I put a reversing credit in the Other tab.  Those 2 net to zero.  Then your asset can be in the asset tab like normal.  I haven't had time to put this into effect though. It does work for our chargeback contracts. 

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KristineKleinTerex CorporationSenior Operations Specialist TBMA
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Thanks @Kristine Klein, that set-up would work well for us, very helpful :-)

Original Message:
Sent: 03-26-2024 10:08
From: Kristine Klein
Subject: Consultancy Contracts in Planning

We have been considering do this as well.  I was considering doing something like I handle our chargeback contracts. I setup the contract itself in Contracts. Then I put a reversing credit in the Other tab.  Those 2 net to zero.  Then your asset can be in the asset tab like normal.  I haven't had time to put this into effect though. It does work for our chargeback contracts. 

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KristineKleinTerex CorporationSenior Operations Specialist TBMA
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