Commitments Page Overview

The Commitments page helps you manage your project commitments. This page provides an overview of the project's budget in terms of the commitments that have been made, those pending and projected. From here you can add / view commitments and their statuses. A detailed description of the fields and buttons located on this page is provided in the table below.

The Commitment Summary gives you a snapshot of the project's commitments to date.

The Quick Cost Summary is a common component throughout the Cost module and it's an effective way to navigate between various areas of a project's budget including funding sources, invoices, budget commitment details and more. It offers a more condensed, yet comprehensive view of the budget, providing current status of the original budget, current commitments and invoices paid to date.

  • Current Budget: The approved original budget and all approved budget changes.

  • Current Commitments: The amount of all approved commitment changes plus original commitments, and approved general invoices. Current Commitments = approved commitment changes + original commitments + approved general invoices.

  • Actuals Approved: The amount of all approved invoices.

  • Actual Cost to Complete: The total invoice amount needed to fulfill all commitments. Actual Cost to Complete = projected commitments x actuals approved.

  • Available Funds: The total amount of funds available in your funding sources.

    • Funds are not depleted from the funding source until invoices have been approved. This total does not take into account invoices marked received.

  • Forecasted Over/ (Under): Represents an amount above or under the forecasted budget. This total is the difference between the estimate at completion and the current budget.Forecasted Over / Under = estimate at completion x (current budget. For more information on the forecasting utility, see Forecasting.

By default, this table is titled All Commitments, but the title will change according to what is selected in the filter. This results table provides an overview of project commitments.

Filter: At any given time, a project's commitments can be vast, making the All Commitments table very compact and difficult to search through. The filter allows you to narrow table results by commitment status and/ or commitment type.

Filter - Commitments

  • All: Select commitment statuses to filter by.
  • All Commitments: Select commitment types to filter by.
  • Go: Displays results in the table below.
  • Show All: Resets the filter and displays all available commitments.

Mail Merge: Opens a mail merge document after making your selection(s). In e-Builder, a mail merge document is a Microsoft Word® or PDF® print out of the data currently in view. Mail merge templates can be generic, providing just the data currently in view, or custom. If a template has not been created for your project, a generic printout opens. Custom templates provide additional cost data. These templates are created by your e-Builder Administrator and can be tailored with field mappings to capture very specific cost information. For more information, see Cost Mail Merge Templates.

Add: Adds commitments. See Add Commitments for detailed steps.

Only users with add or edit commitment permissions can access the Add or Edit Commitment page.

Export to Excel®: Click this icon to send the current table view of commitments to an Excel spreadsheet.

  • #: The commitment number. Click this link to view detailed information or take action on the commitment.
  • Description: The description of the commitment. Click this link to view detailed information or take action on the commitment.
  • Company: The name of the company the commitment was made to. Click this link to view more detailed information about the company.
  • Date:The date the commitment was entered into the system.
  • Status: The status of the commitment.
  • Commitment Type: The commitment type. Commitment types are entered by the e-Builder Administrator. For more information, see Commitment Types.
  • Commitment Amount: If the commitment is approved, it displays the original commitment amount. If the commitment is in draft or pending status, this is the anticipated commitment amount.
  • Current Commitment: The total amount of approved commitments (Original Commitment + Approved Changes)
  • Projected Commitment: The amount of projected commitments (Current Commitments + Pending/ Projected Commitment Changes).
  • Actuals Approved: The total value of all Approved Invoices against the Commitment.
  • Remaining Balance The difference between Current Commitment and Actuals Approved.