Project Subscription Integration
Manage recurring projects and subscription-based services.
The Project Sale Subscription module links subscription sales data with projects so you can see related subscriptions and measure how recurring revenue affects project profitability.
This module is mainly about correct linkage between sale, subscription, task, project, and analytic account records rather than introducing a separate subscription workflow inside Project.
Overview
Key points
• Shows the number of subscriptions related to a project.
• Adds subscription data into the project profitability section.
• Lets users drill down from the project into linked subscriptions for reconciliation.
• Useful when a project is tied to recurring service contracts or renewal-based delivery.
What you see on the project
Key points
• An action to open the list of related subscriptions.
• Profitability metrics that include subscription data.
• Direct navigation from project to subscription when validating recurring revenue.
How to use it
Steps
1. Create or update the subscription order with the correct project or analytic linkage.
2. Open the project and verify the subscription action and profitability values are updated.
3. Drill down into the subscription when you need to reconcile revenue, billing periods, or contract status.
4. Review the linkage again if project profitability does not reflect recurring revenue correctly.
Data control points
Key points
• Accuracy depends on correct linkage between sale, subscription, task, project, and analytic account records.
• Check filtering domains carefully when reconciling figures by period or by project.
• If one subscription supports multiple projects, define an allocation rule before relying on profitability figures for decisions.
• Use drill-down from the project itself to avoid confusing project-level numbers with customer-level aggregates.