Sorting the Supporting Documents

The order in which the supporting documents display as additional pages is based on various constraints.

The constraints are as follows:

  • Because each project has billing terms that identify the invoice template, the invoice template's configuration dictates the sort order of sections. If consultants are listed before expenses on the invoice template, then documents associated with consultant transactions will display before documents associated with expense transactions.
  • The secondary sort criterion is the Work Breakdown Structure (WBS) level. Because all documents are associated at the lowest level of the WBS, the sort will follow the hierarchy of the WBS when there are multiple levels. For example, a document associated with Task 1 would print before a document associated with Task 2.