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Administrator Guide
Last Updated: 2025-09-19
Set Up Project Billing Configurations

Set Up Project Billing Configurations

Security:
Set Up: Project Billing - Configurations
 domain in the Project Billing functional area.
You can configure:
  • Deferred billable project costs accounting.
  • Required fields for Workday to populate when you transfer or split nonlabor project transactions.
  • Revenue offsets for invoiced billable transactions.
  • Workday to recalculate transactions based on billing status.
  1. Access the
    Set Up Project Billing Configuration
     task.
  2. As you complete the
    Project Transfer Options
     tab, consider:
    Option Description
    Accounting Adjustment Date
    Select a date for Workday to populate when you transfer or split paid nonlabor project transactions on the
    Manage Project Billing Transactions
     and
    Transfer Project Transactions
     tasks.
    When you select:
    • Use Today's Date
      , the accounting adjustment uses the date of the transfer.
    • Use Transaction Date
      , the accounting adjustment uses the date of the transaction.
    Workday requires you to configure an accounting adjustment date for project transfer.
    Accounting Adjustment Reason
    Select a reason for Workday to populate when you transfer or split paid nonlabor project transactions on the
    Manage Project Billing transactions
     and
    Transfer Project Transactions
     tasks.
    Workday requires you to configure an accounting adjustment reason for project transfer. You can configure accounting adjustment reasons on the
    Maintain Accounting Adjustment Change Reason Codes
     task.
    Transfer Reason Required
    Select to require a transfer reason when you transfer nonlabor project transactions on the
    Manage Project Billing Transactions
     and
    Transfer Project Transactions
     tasks.
  3. As you complete the
    Transfer Reasons
     tab, consider:
    Option Description
    Default
    Select a default transfer reason for Workday to populate when you transfer unpaid nonlabor project transactions on the
    Manage Project Billing Transactions
     and
    Transfer Project Transactions
     tasks.
    In Use
    Workday enables this check box when you use the transfer reason to transfer nonlabor project transactions on the
    Manage Project Billing Transactions
     and
    Transfer Project Transactions
     tasks.
    You can't delete a transfer reason when it's in use.
  4. As you complete the
    Revenue
     tab, consider:
    Option Description
    Revenue Offset for Invoiced Billable Transactions
    Select to prevent the creation of revenue offset installments when you've already accrued revenue.
    Enable Deferred Billable Project Costs Accounting
    Select to generate billable project cost recognition operational journals for nonlabor billable project transactions when you recognize revenue.
    Once you enable deferred billable project costs accounting, you can't disable it.
  5. As you complete the
    Billing
     tab, consider:
    Option Description
    Automatically Recalculate Transactions
    Select to recalculate billable project transactions when there's a change to the associated:
    • Billing schedule.
    • Billing rate sheet.
    • Contract rate sheet.
    • Customer contract.
    • Standard rate sheet.
    When you don't automatically recalculate transactions, Workday populates the
    Recalculate
     column on the
    Manage Project Billing Transactions
     task to identify the billable projects and transactions that might require recalculation.
    Workday doesn't automatically recalculate transactions when you:
    • Add, edit, or delete a project rate rule.
    • Add or edit a worker rule billing rate.
    • Add or reorder standard billing rate by rules.
    • Cancel an invoice resulting in transactions returning to
      Ready to Bill
       status.
    • Edit a project.
    • Update a worker attribute.
    Recalculate Transactions with Billing Status
    When you select the
    Automatically Recalculate Transactions
     check box, select the billing status that you want Workday to recalculate.
    Reset Invoiced Transactions to Billing Status
    Select the billing status that you want Workday to apply to billable project transactions when you deny, cancel, or credit adjust an invoice. By default, Workday populates the prompt with a billing status of
    Ready to Bill
    .
    Workday doesn't apply the billing status to order fulfillment or daily project transactions.
    Hide Separate Tabs in Transaction Grid
    Select this option to display the billing transactions grid with all fields in one view. Clear the option to display the grid with tabs that group related fields together. The option is unchecked by default.
    Transaction Types for Adjustment
    Select the transaction types that users are allowed to mass modify.
    Enable Custom Validations for Customer Invoice Proposals
    Select this option to enable custom validations created for the customer invoice context to also apply to customer invoice proposals.
    This option is checked by default.
    For information on how to restrict custom validations to apply only to customer invoices or customer invoice proposals, see Concept: Set Up Project Billing Configurations.
  6. As you complete the
    Time
     tab, consider:
    Option Description
    Billing Activity
    Select one or more options to prevent users from deleting worker time blocks that match any of the selected billing statuses.
    Revenue Recognition Activity
    Select
    Revenue Scheduled or Revenue Recognized
     to prevent users from deleting worker time blocks that have already had their revenue recognized or scheduled.
    Project Activity
    Select
    Project Is Inactive
     to prevent users from deleting worker time blocks that belong to inactive projects.
    Select
    Project End Date Has Passed
     to prevent users from deleting worker time blocks that belong to projects that have ended.
    Select
    Project Is Inactive
     AND
    Project End Date Has Passed
     to prevent users from deleting worker time blocks that belong to projects that are inactive AND have ended.
    Include Intercompany Billing
    Select this option to block the deletion of worker time blocks with intercompany billable time when
    Billing Activity
     options are selected.