Phase or Task (Sub-Level) Billing Terms
If your project has phases or phases and tasks, a Sub-Level Terms tab appears on the Billing Terms form. These settings determine how the phase or phase and task-level information is calculated, presented, and posted, and determine whether or not phase or task level terms can be defined for the project.
When your project has phases or phases and tasks, the Sub-Level Terms tab is automatically enabled for editing. However, you cannot open a phase or a task to save billing terms for the phase or task before you:
- Save billing terms at the next highest level of work breakdown structure (the project level for a phase; the phase level for a task).
- Select the Phase Terms option from the Sub-Level Terms tab at the project level, to establish phase terms.
- Select Task Terms from the Sub-Level Terms tab at the specified task's phase-level, to establish task terms.
- Related Topics:
- Phase or Task Rollup Grouping on Invoices
When you use phase or task rollup grouping, you consolidate billing detail on the invoice based on phase or task numbers with similar numbering schemes. - How Vantagepoint Determines Phase Terms to Use When Rolling Up Phase Detail on the Invoice
Vantagepoint uses a specific hierarchy to determine the phase terms to use when rolling up phase detail on a project's invoices. - How Vantagepoint Determines Task Terms to Use When Rolling Up Task Detail on the Invoice
Vantagepoint uses a specific hierarchy to determine the task terms to use when rolling up phase detail on a project's invoices.
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