Monitor Head Contracts in the Project Reporting Tab

Team members with access to the project can use the Head Contract dashboard within the project reporting tab to ensure revenue is being billed, approved, and received as planned.

Overview
Head Contract Progress Claims
Contract Value and Variations
FAQs

Overview

The Head Contract Dashboard in the reporting tab of a Project in Lentune provides key information about the head contract and revenue of your project. While other dashboards may combine both cost and revenue data, this dashboard focuses specifically on contract value, claims, certifications, invoices, and retentions - helping you ensure revenue is billed, approved, and received in line with project timelines. By regularly reviewing this dashboard, you can identify issues like delays in certification or invoicing, unprocessed variations, and outstanding retentions.

Team members with access to the project can view this dashboard by going into the Project, then selecting the Reporting Tab. 

Head Contract Progress Claims

This section summarises the key claim and invoice metrics for your project:

• Total Claimed to Date – From the Head Contract Claims tab (Prepared and above status). Shows the total value claimed so far. If a claim is only partially certified, you will see a discrepancy between claimed and certified amounts.

• Total Certified to Date – From the Head Contract Claims tab (Approved status). A variance between certified and invoiced amounts may indicate delays in invoice processing or that invoicing functionality is not being fully utilised.

• Total Invoiced to Date (inc Retention) – From the Head Contract Claims tab (Invoiced status). Shows the total invoiced value, including retentions.

• Retention Held – From the Head Contract Retentions tab (total retention amount). Displays the total retention withheld over the life of the contract. Does not include retentions already released.

• Total Unapproved Claims – From the Head Contract Claims tab (Prepared or Sent status). Lists any claims that have been created but not yet approved.

Contract Value and Variations

This section shows how your contract value has evolved over time:

• Original Contract Value – From the Head Contract Contract tab. In most cases, this remains static, but there may be instances where the original contract value is updated.

• Head Contract Variations – From the Head Contract Variations tab. Displays approved variations to the head contract. Currently, Lentune does not track variation statuses, so all entered variations are treated as approved and applied to the contract value.

FAQs

Q: Who has access to these reports?
A: Anyone with access to the project can view the project-level reports, and only superusers and admins can access the company-level dashboard.

Q: Can I filter my data by month?
A: Yes, you can filter your data by month by using the Reporting Period filter to view data as at a certain month. The system will exclude any transactions dated after the selected month.

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Last updated: 15 April 2025