Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Contents of the Billing Group Dialog Box

Use the hierarchical list of projects that belong to the billing group, along with their work breakdown structures (WBS), to select the project or lower-level WBS element for which you want to display data in the Interactive Billing form or in some other forms in which you work with project records (for example, the forms in the Projects hub).

Contents

Field Description
WBS The WBS for each of the projects in the billing group displays as a hierarchical list. Locate and click the project or lower-level WBS element for which you want to display data. (Some forms in the Projects hub do not display data at lower WBS levels. If you are on one of those forms, selecting a lower-level WBS element does not change the displayed data.)

Main displays to the right of the main project for the billing group.

If a project in the billing group has a linked promotional project, the promotional project and its lower-level WBS elements display below the WBS for its linked regular project. As with the regular projects, you can select a WBS element for the promotional project to display.

If your security role does not provide access to some WBS elements for one of the projects, the grid does not display data for those elements.

In its default location, this dialog box closes automatically when you make a selection or when you click back on the current form. However, if you move this dialog box away from its default location ("undock" it), it remains visible as you work in the current form so you can quickly make other selections. In the Projects hub, it also remains visible if you switch from your current form to another Projects hub form that displays data at lower WBS levels.

Pending Account Review Click this toggle option to filter the WBS to show only the WBS elements that are awaiting accounting review.

A WBS element has a pending accounting review if the Approved for Use in Processing check box on the Accounting tab of the Projects form (Hubs > Projects > Project) is not selected for that element.

Note that the "parent" elements of lower-level WBS elements with pending reviews are also shown, even if the parent elements have been approved for processing. This is done so that you can see where the lower-level WBS elements are located in the WBS.

If all elements in the WBS are approved for use in processing, this option is not available.