Prompts

These are Pre-Bill Report prompts.

Prompt Message

Description

Company

Select the company from the list.

Primary Group

Select the primary grouping for the report:

  • Billing Group
  • Customer
  • Project
  • Project Manager

Limit Projects

In the Keywords field, enter a portion of one or more IDs to narrow the primary group you selected in the previous field.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.