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  • 1.  Consultancy Contracts in Planning

    Posted Tue March 26, 2024 08:12 AM

    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)


  • 2.  RE: Consultancy Contracts in Planning

    Posted Tue March 26, 2024 10:08 AM

    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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  • 3.  RE: Consultancy Contracts in Planning

    Posted Tue March 26, 2024 10:14 AM

    Thanks @Kristine Klein, that set-up would work well for us, very helpful :-)