View Cost and Billing Summaries

From either the Project Review form or the Budget form, you can view a summary of the billing budget or cost budget amounts, compensation amounts, and actual job-to-date amounts at billing rates or cost rates for the selected project. You can also update overall, labor, and expense percents complete for work breakdown structure elements, and depending on how Vantagepoint is set up, you may also be able to update compensation amounts.

To view summary cost or billing data for a project:

  1. In the Navigation pane, select Hubs > Projects > Project Review or Hubs > Projects > Budget.
  2. Select the project for which you want to view the cost or billing summary.
  3. On the Project Review form, click Update % on the Actions bar.

    On the Budget form, click Summary on the Actions bar.

  4. Do either of the following:
    • To view billing information, click Show Budget at Billing.
    • To view cost information, click Show Budget at Cost.
  5. When you finish reviewing the data, click OK to close the Billing Summary or Cost Summary dialog box.

    If you changed any percent complete values or compensation amounts in the dialog box, your changes are saved.