The Client Contracts → Transactions Tab provides a comprehensive view of budget line items associated with a client contract, showcasing verified tags and key financial details. This article outlines essential elements, grid columns, and how to maximize/minimize the tab for a more detailed analysis.


Ensure one or more Budget Line Items are associated with the selected Contract.

Tag Verification:

Tags are displayed in the Transactions Tab only upon verification, following predefined rules. Verified tags are moved from the 'Forecast' tab to the 'Transactions' Tab.

Committed Transactions

  • Total Refund Amount

  • Total Transfer Amount

  • Total Approved COs: Total of approved Change Orders for the contracts.

  • Total Transaction Amount: Matches the Summary displayed at the bottom (footer), indicating the sum of all transaction amounts across Budget Line Items.

Maximize Transaction Tab:

To view more data:Click on the 'Maximize' tab.

The 'Committed Transactions' section and the grid will expand, providing a more detailed view.

Click the 'Minimize' icon to revert to the normal position.

Last Updated: Dec-11-23