Project Info Tab of Invoice Template Editor

Use the Project Info tab to determine how project-related information displays on the invoice, including the names and column headers that are used and where page breaks occur.

Enter margin values in inches or millimeters, depending on which one you select in the Unit of Measure field on the Layout tab. When you set up margins, be sure that fields and sections do not overlap.

Contents

Field

Description

Professional Services Label

Enter a description for the services that are being invoiced. The default label is Professional Services through [enddate]. Vantagepoint populates the [enddate] field with the actual values specified on the Billing Session Options dialog box at the time that the invoice was accepted. You can use the [startdate] and [enddate] fields in a different way if you wish. For example, the label can read "Professional Services as of [startdate]."

Page Breaks

Field	Description
Project	Select this checkbox to insert a page break before each new project on the invoice.
Phase	Select this checkbox to insert a page break before each new phase on the invoice. Phases display on the invoice only if the project has phases and you are billing the project at the phase level.
Task	Select this checkbox to insert a page break before each task on the invoice. Tasks display on the invoice only if the project has tasks and you are billing the project at the task level.

Names and Numbers

Use these options to determine the work breakdown structure (WBS) levels that display on the invoice. Vantagepoint defaults to print the phase number and task number.

Field	Description
Print Phase Name	Select this checkbox to include the phase name.
Print Phase Long Name	Select this checkbox to include the phase's long name (if one was specified on the Overview tab of the Projects form in the Projects hub).
Print Phase Number	Select this checkbox to include the phase number.
Print Task Name	Select this checkbox to include the task name.
Print Task Long Name	Select this checkbox to include the task's long name (if one was specified on the Overview tab of the Projects form in the Projects hub).
Print Task Number	Select this checkbox to include the task number.

Labels

Use these fields to identify labels for each level and total of the WBS. You can also choose to hide the headings, as needed, which is useful when you need to simplify the invoice presentation. For example, you could remove the phase header information and display only the WBS description for phases at that level.

Field	Description
Project Header Label	Enter the label to display before each project on the invoice. Select Hide Project Header Label to hide the header.
Phase Header Label	Enter the label to display before each phase on the invoice. Select Hide Phase Header Label to hide the header.
Task Header Label	Enter the label to display before each task on the invoice. Select Hide Task Header Label to hide the header.
Project Total Label	Enter the label to display before the total amount being invoiced for each project on the invoice. Projects display on the invoice only if the project is part of a billing group and the billing group is set up to bill at the project level. Select Hide Project Total Label and Total to hide the label and project subtotal.
Phase Total Label	Enter the label to display before the total amount being invoiced for each phase on the invoice. Phases display on the invoice only if the project has phases and the project billing terms are established to bill at the phase level. Select Hide Phase Total Label and Total to hide the label and phase subtotal.
Task Total Label	Enter the label to display before the total amount being invoiced for each task on the invoice. Tasks display on the invoice only if the project has tasks and the project billing terms are established to bill at the task level. Select Hide Task Total Label and Total to hide the label and task subtotal.

Separators

Field	Description
Line Separating Project, Line Separating Phase, and Line Separating Task	Click these drop-down lists to select the line type (dashed, solid, or none) that will be used to separate the WBS levels on the invoice.
Line Weight	Enter a value to select the thickness of the line that separates the WBS levels on the invoice. The default value for this field is 1.50. You can enter any value between 0.24985 to 20.

Project Column Selection Grid

You enter and display most information in grids on various forms. For information about using grids, see Working with Grids.

Reorder columns and sort record rows in a grid to suit your viewing preferences. Changes that you make to the order of columns and rows are remembered from session to session. For information about how to reorder columns and sort records in a grid, see Sort Grid Row Order and Select Columns for a Grid.

Field	Description
+ Add Project Field	Click this option to add a new field to the list of project fields that can be included in the invoice header or footer. Then choose a field from the drop-down list in the Column Name field.
Delete	Select a grid row and click this option to delete the row.
Select	Select this checkbox to add the corresponding field to the invoice.
Column Name	This column lists the fields that can be added to the invoice. To add a new field, click + Add Project Field and then select a field from the drop-down list.
	Select <Label Only> to add text that will be used as a label and is not associated with a project data field. Enter the text in the corresponding Label column.
Label	Enter the label that you want to display on the invoice to describe the field.
Top Margin	The significance of the this value depends on the value that is entered in the Location field. If you select Header in the Location field, the value entered in the Top Margin field is relative to the top of the page. For example, if you select Header in the Location field and you enter 2 in this field, the label prints 2 inches from the top of the page. If you select Footer in the Location field, the value entered in the Top Margin field is relative to the end of the invoice or the Total This Invoice line. For example, if you select Footer in the Location field and you enter 2 in this field, the label prints 2 inches below the Total This Invoice line. If you choose to display the signature on the invoice, the signature information displays below this label.
Left Margin	Enter a value to determine the amount of space between the page's left margin and the left edge of the label.
Label Width	Enter the label's width. If a value does not fit, the extra characters are cut off.
Column Width	Enter the width for the field value. For example, if you are establishing settings for the Project Manager field, this would be the width allowed for the Project Manager's name. If a value does not fit, the extra characters are cut off.
Location	Select Header or Footer to determine whether the label displays at the top or bottom of the invoice.
Bold	Select this checkbox to have the label and its value on the invoice display in bold type.