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  • Project Agreement
  • nishitD
  • 2015-08-18 09:37:03
An agreement in project represents any form of negotiated contract between you and one of your customers to accomplish the tasks of a project. You specify all the financial terms & conditions (such payment term, agreement amount, currency, etc.) in the project agreement. All the project invoices and revenues are generated as per the signed agreement.


You can use agreements to fund projects and tasks. You can specify only one customer in an agreement but system allows you to associate more than one customer in a project. You can fund a single project from many different agreements from different customers. Similarly, you can use a single agreement to fund different projects.

Each project agreement consists of 2 different levels of data
1. Header Level Information
2. Funding Level Information

You can create an agreement by various different methods.
1. Manually entering all the header & funding details
2. Importing the entire header & funding information from an excel file.
3. Copying an existing agreement in the agreement form.
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