Set up clients for FPA

Identify the clients that will require FPA jobs, and add the necessary settings in the contacts area.

Contents

Add automatic fees

Workflow and Resource Manager

We recommend that you set up agreed and interim fees to manage the invoicing of the FPA job.

  1. Click Contacts > Clients.
  2. Locate and click the required client.
  3. Click the Resourcing & Fees tab.
  4. Click Add Automatic Fee in the Automatic Fees panel.
  5. Select Set Fee as the Fee Type.
  6. Select FPAM as the Job Type for the interim fee.
  7. Enter the required amount.
  8. Click Save.

Back to top

Update the FPA dynamic field (optional)

Contacts - View, Add and Edit Contacts

If you chose to add the FPA dynamic field, you need to set this field to Yes for each FPA client, so that they can be included in the bulk job creation.

  1. Click Contacts > Clients.
  2. Locate and click the client with whom you have a fixed price agreement.
  3. Click the Dynamic Fields tab.
  4. Click Edit Details.
  5. Select Yes in your fixed price agreement field.
  6. Click Save.

Back to top

Create fixed price agreement master (FPAM) jobs

Jobs - View, Add and Edit Jobs

Manually create an FPA

If you only have a few FPA clients, then it may be quick to create them manually.

  1. Click Jobs & Billing > Jobs.
  2. Click Add Jobs.
  3. Proceed to create an FPAM job for an FPA client - any agreed fees, automatic disbursements and automatic resource allocations will show in the job details page once the job has been created.
  4. Repeat the steps for all FPA clients.

Create FPAs in bulk

In order to create these jobs in bulk, you must set up an FPA dynamic field in Contacts, and set this flag to Yes for all relevant FPA clients.

  1. Click Jobs & Billing > Jobs.
  2. Click Add Jobs in Bulk.
  3. Select the FPA job type, for example FPAM.
  4. Enter the Period Ended.
  5. Enter the Target End Date - do not enter an Agreed Fee or Budget Total, as this is obtained from the contact's details.

  1. Click the arrow beside your FPA dynamic field and select Yes.

  1. Click Next.
  2. Clear the check boxes of any clients you do not want to create jobs for (if applicable).
  3. Click Create Jobs to proceed with the bulk job creation.

Back to top