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 Project Info Center before entering billing terms for it.

To add billing terms for a project, complete the following steps:

1. From the Vision Navigation menu, click Billing > Billing Terms.
2. On the Billing Terms form, open the project whose terms you want to define.
3. Complete the billing information on the tabs, beginning with the General tab.
4. Click Save.