Copy Billing Terms Dialog Box

If you want to copy billing terms and reuse them, use the Copy Billing Terms dialog box to specify the project, phase, and task from which you want to copy the billing terms.

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, click Billing > Billing Terms.
2. On the Billing Terms form, open the project that you want to copy.
3. Click Copy.

Contents

Field	Description
Project	Select the project whose billing terms you want to copy. Only projects with billing terms are available on the lookup.
Phase	Select the phase whose billing terms you want to copy. Only phases with billing terms are available on the lookup. To copy phase terms to a project, phase, or task, you must first select a project in the Project field. If the phase is subdivided into tasks that also have terms defined, you must select the task, and Vision automatically populates the Phase field with the appropriate phase and the Task field with the selected task.
Task	Select the task whose billing terms you want to copy. Only tasks with billing terms are available on the lookup. To copy task terms to a project, phase, or task, you must first select a project in the Project field. The Phase field automatically populates with the appropriate phase when you select the task.