Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Use Billing Terms to Generate Project Reports Without Generating Invoices

You can use labor, expense, consultant, or unit billing terms to create project reports, without having these terms affect invoices.

For example, to prepare an invoice for a fee-based project, you need the labor and expense amounts incurred on the project to calculate the fees on the invoice. You can run a project report to get these amounts, then use the report to calculate the appropriate fees.

To use billing terms for project reporting, but not on invoices:

  1. In the Navigation pane, select Hubs > Projects > Billing Terms.
  2. On the Billing Terms form, open the project for whose billing terms you want to use in project reporting.
  3. Click the Rates tab.
  4. In the Labor, Consultant, Unit, or Expenses sections, click Rates for Reporting (Not Invoicing), depending on which billing terms you want to use for reporting only.
  5. Run a project report.
    The Billing option must be selected in the Report At field on the Reporting Amounts sections of the project report record's Options tab to use project reporting default terms.