Skip to main content
Planview Customer Success Center

Contracts and Revenue Recognition

Contract Management provides the structural foundation required to support revenue recognition processes and integrations with external ERP or revenue recognition systems.

Revenue Recognition Values

  • Revenue Recognition Value
    Aggregates revenue recognition amounts from directly associated work items

  • Adjustment Fields
    Calculate revenue adjustments at the contract level based on differences between:

    • Aggregated Actual Revenue

    • Aggregated Budget Revenue

    • Revenue Recognition values

Integration Context

  • Revenue recognition calculations are evaluated at the Contract level

  • Contract and work item data can be selectively included in integration workflows

  • These values support downstream processing in external revenue recognition and financial systems