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Administrator Guide
Last Updated: 2023-06-23
Concept: Project Billing Work Area

Concept: Project Billing Work Area

You can use the Project Billing Work Area to view project billing transaction activity for multiple companies at once. This composite view enables billing specialists, project managers, and revenue specialists to:
  • View billable transactions awaiting review, invoicing, and revenue recognition.
  • Preview summarized invoice lines.
  • Create customer invoices for billable transactions.
  • Generate installments for billable transactions that require accrual.
You can manage the display of the profiles and reports in the composite view using the
Configure Profile
 and
Configure Profile Group
 tasks.
You can enable these profiles and reports on the
Project Billing Work Area
 task.
Profile Details
Composite Report Details
Transactions Awaiting Review
Role:
  • Project Manager
Security domains:
  • Manage: Project
     in the Projects functional area.
  • Process: Project Billing - Core
     in the Project Billing functional area.
  • Process: Billing - Invoicing
     in the Customer Contracts and Project Billing functional areas.
  • Process: Project Billing - Invoicing
     in the Project Billing functional area.
  • Process: Project Billing - View
     in the Project Billing functional area.
Transactions Ready to Review
: Displays transactions for all billable projects by billing schedule.
Preview Invoices
: Displays invoices by customer and billing schedule.
Transactions Awaiting Invoicing
Role:
  • Project Billing Specialist
Security domains:
  • Process: Billing - Invoicing
     in the Customer Contracts and Project Billing functional areas.
  • Process: Project Billing - View
     in the Project Billing functional area.
  • Process: Project Billing - Invoicing
     in the Project Billing functional area.
  • Process: Project Billing - Core
     in the Project Billing functional area.
Project Billing Summary
: Displays billing details by customer contract line.
Preview Invoices
: Displays invoices by customer and billing schedule.
Transactions Awaiting Revenue Recognition
Role:
  • Revenue Specialist
Security domains:
  • Process: Revenue Schedule - Core
     in the Customer Contracts and Project Billing functional areas.
Review Revenue
: Displays pending transactions awaiting revenue recognition.
Transactions Requiring Accrual
: Displays installments by revenue recognition schedule.