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One Customer, One Agreement

Use this method only if you want to accrue revenue cost-to-cost at the task level or impose hard or soft revenue limits at the task level.

Task level funding with one agreement does NOT create separate task invoices. However, you can define an invoice format to group expenditure items by task.

Case Study: Funding for Hard Limits at the Task Level

Fremont Corporation has a contract with XYZ Company for $100,000. There are three phases to the project, each with a separate hard limit. Each phase is set up as a top task, and funded with a hard revenue limit:

· Task 1: Design ($20,000)

· Task 2: Programming Services ($60,000)

· Task 3: QA/Testing ($20,000)

One Customer, Multiple Agreements

You can use this method to accrue revenue cost-to-cost or impose hard or soft revenue limits by task, as well as automatically create separate invoices by task.

To create separate invoices by task, you must use a different agreement to fund each task. If you use more than one agreement for a single task, the agreements are used according to the precedence described earlier for projects.