Viewing Contract Milestone Metrics
This topic discusses how to view the contract milestone metric information and personalize the Contract Milestone Metric pagelet.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
CA_TICS_METR_MS |
View and analyze the status for each milestone for all of your contracts that are in active status. |
|
|
CA_TICS_OPR_MS |
Define default display information for the Contract Milestone Metric pagelet. |
Use the Contract Milestone Metric pagelet (CA_TICS_METR_MS) to view and analyze the status for each milestone for all of your contracts that are in active status.
Navigation:
Click the Personalize Content link on the PeopleSoft Home page.
Select Contract Milestone Metric.
The Contract Milestone Metric pagelet provides you with information on the contract's impact on billing and revenue.
Note: The Contract Milestone Metric pagelet selects data from active contracts only.
Field or Control |
Description |
|---|---|
Milestone Status |
Up to date status on milestones associated with contracts. The status may be Pending or Ready. |
Contract Count |
Total number of contracts. |
Revenue Plan Impact Count |
Provides the number of existing milestones that impact revenue. |
Billing Plan Impact Count |
Provides the number of existing milestones that impact billing. |
Use the Personalize Contract Milestone Metrics page (CA_TICS_OPR_MS) to define default display information for the Contract Milestone Metric pagelet.
Navigation:
Click the pagelet's Customize icon.
This example illustrates the fields and controls on the Personalize Contract Milestone Metrics page.
Filtering Criteria
Use the fields to filter the contracts that you want to display. You can view contracts on the Contract Milestone Metric pagelet from your user preference's business unit or select a different business unit.
Specify Date Range
Select the calendar and period over which the system displays contract milestones.
Field or Control |
Description |
|---|---|
Calendar ID |
Select a calendar for the system to use when displaying contract milestones on the pagelet. |
Number of Prior Periods |
Enter a number of periods for the system to use to obtain the contract milestones that will appear on the pagelet. The system will start from the prior period and count backward for the specified number of periods. The system requires this field in order to display the contract status on the pagelet. The system uses the contract sign date to compare with the date ranges specified by the number of periods. |
Milestone Sort By
Select either Milestone Status or Milestone ID to indicate how the system should order the contract milestones on the pagelet.
Pagelet Format
Select either Tabular or Chart to indicate how the system should display the contract milestones on the pagelet.