Overview
When working with multiple commitments on the same project, it’s helpful to know how to switch between them and where to find receivables. This article walks you through navigating between multiple commitments within a project, and clarifies what appears at the project level vs. the commitment level.
Viewing Receivables and Switching Between Multiple Commitments
Description
When you open a project with multiple commitments, you’ll need to use the Contracts tab to see all commitments and switch between them.
When you open a project with multiple commitments, you’ll need to use the Contracts tab to see all commitments and switch between them.
Open the project from your Projects list.
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Click the Contracts tab to show the full list of commitments tied to the project.
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Select the commitment you want to view.
Check receivables at the desired level.
Commitment-level receivables: Shows receivables for the currently open commitment only.
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Project-level receivables: Shows receivables across all commitments on the project.
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Note:
• If receivables seem missing, confirm which commitment you’re viewing.
• Use project-level receivables for a full picture; use commitment-level receivables for contract-specific details.
FAQ
How do I view multiple commitments for a project?
To view multiple commitments, open the project from your Projects list and click the Contracts tab to see all commitments.
What should I do if I don't see all commitments listed?
If you don't see all commitments, click the Contracts tab again to refresh the list.
How can I switch between different commitments?
You can switch between commitments by selecting the desired commitment from the list in the Contracts tab.
What are commitment-level receivables?
Commitment-level receivables show receivables for the currently open commitment only.
What are project-level receivables?
Project-level receivables show receivables across all commitments on the project.
Is it possible for receivables to appear missing?
Yes, if receivables seem missing, confirm which commitment you are currently viewing.
Should I use project-level or commitment-level receivables for a full overview?
Use project-level receivables for a full picture and commitment-level receivables for contract-specific details.
Can I view all receivables at once for all projects?
Yes, you can click “Receivables” in the top navigation menu and update filters as preferred.
Why can I not see all the receivables for a project?
If you cannot see all receivables for a project, it is likely because you are viewing receivables at the commitment level rather than the project level.