Phasing Contract Deliverables

Overview

In the Contracts module, phasing is used to distribute contract deliverables across financial periods. This creates a forecast of when contract revenue will occur.

Each deliverable appears as a row in the Contract Schedule screen. Users can define the value of the deliverable and then allocate that value across months.

Step-by-Step: Phasing a contract deliverable

Select the relevant project from the portfolio dropdown.

Navigate to Contracts Module and select the desired contract.

Go to the Schedule tab.

Locate the deliverable to be phased.

Define the deliverable value using one of the following methods:

• Enter a total amount

• Enter Quantity × Rate

• Enter Rate per Month × Duration

  
  

Enter values in the monthly columns or use scheduling fields to distribute the value.

Confirm the Phased Total matches the deliverable value.

Save the schedule.

Forecast adjustments

If a forecast changes during a project, users can update the remaining value and adjust the phasing accordingly. This allows the schedule to reflect expected changes in contract value or delivery timing.

Variances between the original value and the forecast will be reflected in UniPhi dashboards and reports.