Enter Project-Level Billing Terms Only for a Project with Phases or Tasks

If a project has sub-levels (phases, or phases and tasks), you can still enter just one set of billing terms, for the project as a whole. You do not need to enter billing terms at the phase and task levels.

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 enter project-level billing terms only for a project with phases or phases and tasks:

  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 the Sub-Level Terms tab.
  6. Click Consolidate Printing of Phases.

    Vantagepoint hides all options related to phases and tasks.

  7. To consolidate the posting of invoice amounts to a specific phase or phase and task, select the Consolidate All Posting option and enter the phase or phase and task to receive the posting.
  8. Click Save.