Customizing the Project Command Center for billing review
Customize the Project Command Center so that the project list displays billing review notifications and the Billing Review Stage column. Also, change the PCC Invoices inquiry on the Invoices tab so that it displays the information you want.
- To display billing review notifications and the Billing Review Stage column
- To change the PCC Invoices inquiry
To display billing review notifications and the Billing Review Stage column
- From the Setup menu, click Projects.
- Click
(Customize) at the upper right of the Project Command Center. - On the Project List tab, expand the General Info category by clicking the
symbol. - Select the Show check box for one or more of the following:
- PM Action
- BM Action
- Prin Action
- Acctg Action
- On the same tab, expand the Billing & Invoicing category by clicking the symbol.
- Select the Billing review stage check box.
- Click OK. The selected notification columns and the Billing Review Stage column appear in the project list.
To change the Invoices inquiry
If your security group has permission to change inquiries (Company > Security > General tab > Manage custom reports and inquiries check box), you can change the PCC Invoices inquiry on the Invoices tab as you would any other inquiry except for conditions, which are not available.
Unlike other inquiries, the PCC Invoices inquiry is the same for all employees who have permission to view it (Company > Security > Projects tab > Invoices subtab). Any changes to the inquiry are visible to anyone with access to it.
If employees also have permission to change inquiries, they can change the inquiry or click 
(Revert) on the inquiry toolbar to discard any changes to the PCC Invoices inquiry.
- In the Project Command Center, click the Invoices tab. The PCC Invoices inquiry appears, providing information about invoices for a selected project.
- Change the inquiry, if needed. You cannot set conditions on this inquiry.
- Change the cutoff date if needed.
- Click Save.
- Click Close.
