Project Billing and Revenue Setup Agent

With Ask Dela, you can configure billing and revenue information for your projects, without manually entering data on the Manage Project Billing Information and Manage Revenue Information screens.

If your Costpoint instance is integrated with Microsoft Teams, you can also set up billing and revenue details directly from Teams.

Note: To learn more about connecting Costpoint to Microsoft Teams, refer to the Microsoft Teams Bot Connection Information Subtask online help topic and Appendix H: Installing Costpoint Bot for Microsoft Teams of the Costpoint Configuration Utility Guide.

To set up project billing or revenue details using Ask Dela:
1. Access Ask Dela via Costpoint or Teams.
2. Enter a prompt, such as “Add revenue formula for [Project ID]” or “Create a billing formula for [Project ID].” For multi-level projects, only one project per branch in the project structure tree may be configured.

Note: Ensure that the project exists in Manage Project User Flow and does not already have records in Manage Project Billing Information or Manage Revenue Information.

3. Select an Entry Mode.

- Describe It: Write a free-form description and Ask Dela will extract the details. This option is only for billing setup. 
- Walk Me Through It: Fill in the required fields step by step.

4. Review the summary of the billing or revenue information, then type Continue to save the setup. If changes are needed, type Cancel and start a new conversation with Ask Dela.

For the following billing formulas with corresponding revenue formulas, Ask Dela can automatically carry billing settings into the revenue setup.

CIMR
CPFC
CPFH
LLR
LLRCINBF
LLRCINL
LLRCINLB
LLRFNLBF
UNIT

After the billing or revenue setup is completed, Ask Dela provides a link to the Manage Project User Flow screen for the project that was updated.

Parent Topic:

Project Initiation Agent