Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Manage Project Billing Information Screen

Use the fields and options to configure the Manage Project Billing Information screen.

Project Billing Information

Field Description
Project

Enter, or click to select, a valid project for which billings must be calculated, or for which billings are manually entered into Costpoint. The non-editable field to the right displays the project name. Think carefully about your project number before you enter it. The project number you enter here establishes the top level of the billing. Also consider the billing formula, retainage requirements, and formats. If you want all of these things to be consistent for the entire project tree, establish project billing at level one of the project. However, if some tasks of the project pose unique billing requirements, consider billing at lower levels of the project tree. Generally, you should perform this type of analysis when you are establishing the project structure. All transactions entered at the billing level defined here and below are included on an invoice when bills are calculated. Any transactions that are entered above the level established here are not included on the invoice when bills are calculated.

Subtasks

Subtask Description
Detail Levels Click this link to open the Detail Levels subtask and to set up lower level or "detail" bills.
Cash Basis Click this link to open the Cash Basis subtask and identify which accounts are subject to cash basis billings. You can also set up cash basis accounts on a company-wide basis on the Manage Billing Accounts screen. Do not set up an account in both places.
Schedule Click this link to open the Schedule subtask and enter billing lines and amounts that appear on standard bills, depending on your predetermined schedule.
Customers Click this link to open the Customers subtask where you can assign a percentage of project responsibility to customers. This information is required. The customer defaults into this subtask if the customer has been set up with a D bill code on the Manage Customers screen. If the customer information appears as a default, you must still use this subtask to verify the customer before you can save the record. If no default information appears, you must enter a customer code.