The Profiles tab in the Contract Summary shows any financial profiles that have been recorded for the contract. These profiles are made up of financial values relating to specific periods and years. For each profile, the following details are shown:

• Year

• Month

• Amount

• Kind – This indicates whether the value is Predicted or Planned.

Open

Filtering the Profile List

The option to filter by Number of Records shown is available above the list. Once you have entered the necessary details, press Enter or select the Search icon to and apply your filters.

Exporting the Profile List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Creating a New Profile

Selecting Create Profile will open a window where you can enter the following details for the new profile:

• Calendar Month

• Calendar Year

• Amount in pounds

• Kind – Here you can specify whether the value is Profiled or Predicted.

Open

Once you have finished, select Save to add the new profile or Cancel to discard it.

Profile Actions

The following actions are available from selecting the ... icon by a profile item in the list:

• Details – Selecting this will open a window displaying the full profile details.

• Edit – Selecting this will open a window where you can edit the details available when creating the profile. Select Save to confirm any changes.

• Delete – Selecting this will delete the profile item. You will be prompted to confirm before the item is deleted.