Enter Project-Level Billing Terms Only for a Project with Phases or Tasks

If a project has sub-levels (phases, or phases and tasks), you can still enter just one set of billing terms, for the project as a whole. You do not need to enter billing terms at the phase and task levels.

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 enter project-level billing terms only for a project with phases or phases and tasks, 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 information on the General tab.
4. Click the Sub-Level Terms tab.
5. Click Consolidate Printing.

   Vision disables all other options except Consolidate Post, Phase to Post, and Task To Post fields.

6. To consolidate the posting of invoice amounts to a specific phase or phase and task, select the Consolidate Post option and enter the phase or phase and task to receive the posting.
7. Complete the information on the other tabs of the Billing Terms form.
8. Click Save.