Account Level Costs and Funding has to be enabled on your account in order to utilize this feature. For more information, please contact e-Builder Support.
Account-level cost and funding affords the ability to track and report on funding and cost activities across the entire account, which includes the versatility to also track at the project level. This feature may be necessary for Task Order Contracts (TOC) where design services have been contracted for one or many projects; Job Order Contracting (JOC) for multi-year contracts; or Indefinite Delivery Indefinite Quality Contracts (IDIQ) where a contract has been negotiated for base years and options years as well. Account level costs and funding also incorporates standard features that are available with standard Cost functionality such as import capabilities, mail merges and cost controls. When enabled, costs transactions are impacted with the tracking of master funding, master commitments, master commitment changes and master invoices.
Below are tasks that will assist you with configuring account costs and funding after the feature has been enabled on your account. Tasks for working with these features are also listed below.
Configuring Account Costs and Funding Settings:
- Create and Assign Unique Project Custom Field
- Set Account Cost Settings
- Enable account level funding via Funding Settings
- Create Master Commitment Types
- If applicable, define workflows. Via Account Cost Settings, you can optionally have commitments, changes and invoices added via a process.
- Account Level Funding
- Master Commitments
- Master Commitment Changes
- Master Invoices
Working with Account Costs and Account Funding: