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Creating a Contract Financial Breakdown

The contract's financial breakdown includes the activity schedule or bill of quantities.

To create and view your contract financial breakdown in User Mode:

1. Navigate to the Company Workspace tab.
2. From the left Navigator, select Financial Analysis, and then select Cost Sheet.
   • The cost sheet is displayed.
   • The Contract Financial Breakdown is £0.00.
3. From the left Navigator, select NEC4 Contract Administration, and then select Contract Financial Breakdown.
4. Select Create.

   The Contract Financial Breakdown form is displayed.

5. Complete all the required fields.
6. Select the Contract Financial Breakdown tab.
7. Complete all the required fields.

   If required, you can add multiple line items.

8. Select the + icon to open the Cost Code Picker and allocate the Not Costed Amount to the Cost Breakdown Structure (CBS).

   If required, you can complete multiple line items.

9. Select Save.
10. Select Send to submit the contract financial breakdown.

    The application sends the contract to the Finance Administrator and the status changes to Pending.

In This Section

Completing a Contract Financial Breakdown

Viewing an Approved Financial Breakdown

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Last Published Monday, January 6, 2025