Enter Project-Level Billing Terms

If a project has no sub-levels (phases or tasks), you enter just one set of billing terms, for the project as a whole. If a project does have sub-levels, you must enter project billing terms before you can enter phase or task billing terms.

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

You must define a project in the Projects hub before entering billing terms for it.

To add billing terms for a project:

  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 define.
  3. On the Actions bar, click Edit.
    This opens all the fields in the form for editing.
  4. Complete the billing information on all the tabs.
  5. Click Save.