These are the building blocks for creation of the contract you are managing and will provide you the overall total. Deliverables are used to raise progress claims or invoices for your clients.
Contract Deliverables window – this is where you enter in the deliverables (services and materials etc.), assignments, dates and rates for the contract.
Deliverable Types
There are a number of different deliverables types:
Lump Sum – This is used when the contract is fixed price and will be progressively claimed against over time.
Time and Materials – This is when the deliverable will be done based of effort x a rate. You will need to enter in a Quantity, Unit and Rate for each deliverable noting that the unit can come from the default unit set for the contract (as explained above).
Provisional Sum/Prime Cost – This is a lump sum amount that is included in the awarded value of the contract, usually as a placeholder, and may be adjusted later.
Heading – This inserts a heading rather than details. Please see next page for more details on Heading types and their purpose / use.
Heading Types
Heading types relate to the way information will appear in documents. Contract deliverables can be automatically including in proposals as work activity, contracts as schedule of works and invoices. The type of heading used will affect the way the information is laid out in the final document.
Basic Heading – Does no more than a normal heading in word
Heading with Roll-up* – Sums up the group of deliverables with the same order number and displays the heading line in documentation rather than the detailed deliverables underneath
Heading with Sub-Total* – Adds a total automatically in documents to the group of deliverables that have the same order number
* UniPhi knows what tasks to include under the roll up heading or sub-total heading by the Order ID. Giving deliverables the same order id means that they will be included in the same group as the heading with this order id.
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