Enter Task Billing Terms

If a project has sub-levels (phases, or phases and tasks), you can billing terms for phases and tasks, as well as at the project level. You must first add project and phase billing terms before adding task terms.

You can also add new billing terms by copying existing billing terms from another project, phase, or task.

You must define a project and its sub-levels in the Projects hub before entering billing terms for them.

To add task billing terms:

1. Enter project-level billing terms on the Billing Terms form.
2. Enter task-level billing terms on the Billing Terms form.
3. Click the Sub-Level Terms tab and click Task Terms. This option tells Deltek to use the billing terms set up for the individual tasks when calculating the invoice.
4. Complete the information on the Sub-Level Terms tab.
5. Click Save.
6. To open the task, click the WBS icon to the left of the project name, click the phase name, click the green sphere next to the appropriate phase, then click the task name. If the WBS icon doesn't include a blue triangle, the project does not have phases. If the blue triangle is solid, then billing terms are already defined for this phase. If the WBS icon doesn't include a green sphere, the project doesn't have tasks. If the green sphere icon is solid, then task terms are already defined for this task.
7. Complete the billing information on all of the tabs, beginning with the General tab.
8. Click Save.