Contract Management (CMSBA)¶
Overview¶
The Contract Management capability provides contract-to-project analytics using Tecto 365's CMSBA (Kontraktstyring) extension. It overrides the base EV Insight project models to add Tecto-specific fields and includes dedicated contract and project budget tracking with support for multiple budget scenarios (Calculation, Changes, Now Expected, Supplement, Risk, Startup).
This is the largest Tecto capability — it provides the core project analytics that power the WIP and forecast report pages.
Semantic Model Tables¶
Dimensions¶
| Table | Description |
|---|---|
| Contract | Contract header from CMSBA — contract number, description, and linked project. Filtered to type = Contract |
| Project | Overrides base Insight project with Tecto-specific fields — adds SBA/FASBA extension attributes for complete project dimension |
| Project Task | Overrides base Insight project task — adds Tecto-specific task hierarchy attributes |
Facts¶
| Dim Table | Fact Table | Description |
|---|---|---|
| — | Contracts | Contract measure table — quantity, unit price, and total price in both currency and LCY |
| Project Contract Payment | Project Contract Payments | Contract payment entries — payment amounts and amounts excluding VAT |
| Project Ledger | Projects | Tecto-enhanced project measures — 54 measures covering TR (time registration), CS (current state), and AP (agreed price) views. The dim table holds transaction details (entry no) |
| Project Budget | Project Budgets | Project budget measures — 101 measures across 6 budget types (Calculation, Changes, Now Expected, Supplement, Risk, Startup) plus Production and Contract breakdown. Linked to Customer (sell-to and bill-to) for customer-level budget analysis |
Key Measures¶
Contracts (5)¶
Contract Quantity, Unit Price Cy, Total Price Cy, Unit Price, Total Price
Project Contract Payments (2)¶
Project Contract Payment Amount, Amount Excl Vat
Projects — Tecto Version (54)¶
| Category | Description |
|---|---|
| TR (Time Registration) | Resource/Item/GL Cost, Sales, Profit, Direct Cost + Total aggregations (18 measures) |
| CS (Current State) | Resource/Item/GL Cost, Sales, Profit, Direct Cost + Total + Benchmark Amount (19 measures) |
| Amounts | Total/Resource/Item/GL Amount in both TR and CS views (8 measures) |
| Hours | Registered Hours, Total Hours |
| AP (Agreed Price) | Total Amount, Cost, Direct Cost, Profit, Sales, Margin AP (6 measures) |
| Links | Project Ledger URL |
Project Budgets (101)¶
| Budget Type | Variants |
|---|---|
| Calculation | Cost, Sales, Profit, Amount, Margin (TR + CS) |
| Changes | Cost, Sales, Profit, Amount (TR + CS) |
| Now Expected | Cost, Sales, Profit, Amount, Margin, Cost Risk Optimization, Cost Optimization, Cost Risk, Degree of Completion, Liquidity, Remaining Order Backlog, Potential + vs Calculation % (TR + CS) |
| Now Expected — Contract Breakdown | Contract, Sub Contract, SC Provision for Demand, Addition Not Fixed, Addition Fixed, Risk, Not Fixed, No Entry Type amounts (TR + CS) |
| Now Expected — Contract vs Production | Contract Amount vs. Production Amount, Contract Amount vs. Production Amount % (CS) |
| Supplement Calc | Cost, Sales, Profit, Amount (TR + CS) |
| Risk | Cost, Sales, Profit, Amount (TR + CS) |
| Startup Changes | Cost, Sales, Profit, Amount (TR + CS) |
| Production | Production Amount, Production Amount Now Expected (TR + CS) |
| PoLP (Period over Last Period) | Cost, Sales, Profit, Margin, Cost Risk comparisons (CS) |
Use Cases¶
- Project financial overview — Track cost, sales, and profit across TR, CS, and AP views per project
- Budget management — Compare Calculation (original) against Now Expected (current) budgets with variance analysis
- Contract tracking — Link contracts to projects and monitor contract payment progress
- WIP analysis — Combine with Forecast & Accruals to track work-in-progress status
- Budget evolution — Analyze how budgets change over time through Changes and Supplement scenarios
- Risk and optimization tracking — Isolate cost contributions from risk and optimization task groups to understand budget drivers
- Production monitoring — Track production amounts and compare against now expected production values
- Project KPIs — Measure degree of completion, liquidity, and remaining order backlog for project health assessment
- Customer budget analysis — Slice project budgets by sell-to or bill-to customer for revenue attribution and customer-level financial planning