Select a Project in Billing Terms

Before you enter or update a project's billing terms, you must open the Billing Terms form and select the project.

If project record-level security is applied to Billing, Vision allows you to select only projects available to you based on your role's security access rights.

Billing Terms can be set up for projects that are not yet Approved for use in processing (on the General tab of the Project Info Center). This feature allows companies to permit their project managers to establish billing terms before a project is approved by the accounting group. However, you cannot open these projects in Interactive or Batch Billing until they have been approved.

To select a project so that you can enter its billing terms, complete the following steps:

1. From the Vision Navigation menu, click Billing > Billing Terms.
2. In the Search field on the Billing Terms form, perform a project lookup or select a saved search to select one or more projects. The lookup displays all projects available to your role. If some projects do not display on the lookup, you may not have the proper access to view the missing projects. For example, if you have  Add/Modify or Full access security privileges for Billing Terms, then all projects display by default. If you have Review or Modify access, then only projects with billing terms display on the lookup. Check with your Vision administrator to determine if you have the correct access rights.
   When you select a project or projects:

   • Options on the tabs become active.
   • The project name and a work breakdown structure icon appear in the upper left hand corner of the screen.
   • Projects without billing terms defined appear with the prefix <New>.