Contracts Financial Behavior
This article describes how financial data is calculated and aggregated for Contracts within PSA.
Currency Configuration
Contracts support separate currencies for cost and revenue tracking.
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Contract Cost Currency
Defines the currency used for cost-related financials -
Contract Revenue Currency
Defines the currency used for revenue calculations -
Agreed Date for Currency Rate
Determines the exchange rate applied for currency conversion
Financial Aggregation Rules
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Financial aggregation is calculated based on direct links to Work Items. Only direct associations are included in rollups and no additional aggregation logic is applied beyond the defined parent relationships
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Contract Purchase Orders are not used as a source for financial aggregation
Aggregated Financial Metrics
Contracts calculate the following aggregated values from directly associated work items:
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Aggregated Actual Revenue
Aggregates actual revenue values -
Aggregated Budget Revenue
Aggregates budgeted revenue values -
Aggregated Forecast Revenue
Aggregates forecasted revenue values
These aggregated values provide visibility into contract performance across delivery execution.

