Contents of the Copy Billing Terms Dialog Box

Use these fields and options to copy billing terms from projects, phases, and tasks.

Field Description
Project Select the project whose billing terms you want to copy. Only projects with billing terms are available from the lookup.
Phase Select the phase whose billing terms you want to copy. Only phases with billing terms are available from the lookup.

To copy phase terms to a project, phase, or task, you must first select a project in the Project field. If the phase is subdivided into tasks that also have terms defined, you must select the task, and Deltek automatically populates the Phase field with the appropriate phase and the Task field with the selected task.

Task Select the task whose billing terms you want to copy. Only tasks with billing terms are available from the lookup.

To copy task terms to a project, phase, or task, you must first select a project in the Project field. The Phase field automatically populates with the appropriate phase when you select the task.