Skip to main content
Planview Customer Success Center

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.

  • 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

  • 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

  • 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:

  • 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.