To ensure you have properly extended your time and materials projects, this article will explain how to manage delivery renewals.
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Create an extension
When to extend a delivery:
Several situations may justify an extension, here is a non-exhaustive list:
Your resource is renewed on a new purchase order
You want to project forward in time by extending the delivery provisionally (using the "forecast" state)
Your resource has a new Daily Rate (TJM) or Average Daily Cost (CJM)
Projects > Project card > Deliveries tab
Select the Delivery(ies) to extend by checking the corresponding checkbox
Click the "Create renewal" button
Click the "Confirm" button in the tooltip that appears on the screen
Qualify the extended Delivery (if needed) by clicking on the delivery line: period, daily rate, number of days sold, etc.
If you want to associate a correlated order to this extension, useful for tracking billing and generating invoices, follow the online help Order management.
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Turn a forecast delivery into a signed delivery
Edit a single delivery
Projects > Project card > Deliveries tab > Delivery card
Edit several deliveries
For this, I recommend using bulk modification, which will save you time.
Projects > Deliveries view