You are here: Ajera Help (A-Z) > projects > billing review > Customizing the Project Command Center for billing review
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Customizing the Project Command Center for billing reviewCustomize the Project Command Center so that the project list displays billing review notifications and the Billing Review Stage column. Also, change the PCC Invoices inquiry on the Invoices tab so that it displays the information you want.
To display billing review notifications and the Billing Review Stage column
To change the Invoices inquiryIf your role has permission to change inquiries ( > Setup > Company > Roles > General tab > Manage custom reports and inquiries check box), you can change the PCC Invoices inquiry on the Invoices tab as you would any other inquiry except for conditions, which are not available. Unlike other inquiries, the PCC Invoices inquiry is the same for all employees who have permission to view it ( > Setup > Company > Roles> Projects tab > Invoices subtab). Any changes to the inquiry are visible to anyone with access to it. If employees also have permission to change inquiries, they can change the inquiry or click (Revert) on the inquiry toolbar to discard any changes to the PCC Invoices inquiry.
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Concepts About your Project Command Center About estimating and managing projects with Ajera [not ajeraCore] Tasks Changing a billing review stage Copying a billing review stage Deleting a billing review stage Inactivating a billing review stage Setting up security for billing review Setting up billing review stages Customizing the Client Invoice List window for billing review Selecting a billing review stage in the Client Invoice List window Reviewing invoices from the Project Command Center Including multiple clients on a project Selecting project detail to view References |
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