Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Enable Invoice Posting by Billing Phase

You can post a project’s billing phase fees to another sub-project, phase, or task, without manually adjusting the invoice.

To enable invoice posting by billing phase:

  1. Determine whether the project is in a billing group.
    If you see the Billing Group icon on the Header of the Project form, go to step 2.

    If the project is not in a billing group, go to step 5.

  2. In the Navigation pane, select Billing > Billing Groups.
  3. On the Billing Groups form, open the billing group's main project.  
  4. In the Invoice Options section, disable the Separate terms option and select the Consolidate printing option.
    The billing terms for the billing group’s main project apply to all sub-projects. Vantagepoint displays an error message if you attempt to select Consolidate printing before clearing the Separate terms option.
  5. In the Navigation pane, select Hubs > Projects > Billing Terms.
  6. On the Billing Terms form, open the project that you want to work on.
  7. Click the Fees tab.

  8. Vantagepoint displays the Fee Billing Phases grid.
  9. In the Fee Method field, select one of the following fee methods:
    • Percent Complete by Phase, as Percent of Fee
    • Pct Complete by Phase, as Fixed Amount
    Vantagepoint displays the Fee Billing Phases grid.
  10. Select the Enable Posting by Billing Phase option.
    This setting is enabled by default.
    The Fee Billing Phases grid includes a Project field, a Phase field, a Task field or a Phase field and Task field only.
    • If the project has phases, or phases and tasks, and is the main project in a billing group, the Project field contains a lookup list of the main project and sub-projects of the billing group. For each project with phases, the phase field contains a lookup list of its phases. For each project with phases and tasks, the Phase field contains a lookup list of its phases and the Task field contains a lookup list of its tasks.
    • If the project has phases, or phases and tasks, and is not in a billing group, either a Phase field or both Phase and Task fields appear, containing a lookup list of the project’s phases and tasks.
    • If a specific project in the billing group has no phases, the Phase and Task fields are disabled for editing. If a specific project in the billing group has phases but not tasks, the Task field is disabled for editing.
  11. Complete or update the billing phase fee information in the Fee Billing Phases grid.
    For each phase, select the project, phase, or task where you are directing posting of the phase fee.