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Administrator Guide
Last Updated: 2024-09-20
Steps: Manage Billable Projects on Usage-Based Transactions

Steps: Manage Billable Projects on Usage-Based Transactions

Create a billable project.
You can associate a billable project with usage-based customer contract lines and transactions, enabling you to review all your project billing activity at once.
  1. In the
    Line Details
     tab of the
    Usage-Based
     grid, select a project from the
    Billable Project
     prompt to associate with the usage-based customer contract line.
    You can't change the billable project on a usage-based customer contract line when the line is associated with:
    • A billing schedule.
    • A revenue recognition schedule.
    • An invoice.
    • Usage-based transactions.
  2. Create a consolidated billing schedule for the usage-based customer contract line that you associated with a billable project.
  3. Access the
    Record Usage-Based Transactions
     task.
    Select the:
    • Usage-based customer contract from the
      Customer Contracts
       prompt.
    • Project from the
      Billable Projects
       prompt.
    Workday only displays customer contract lines from approved customer contracts in the
    Contract Line
     prompt.
    Security:
    • Process: Project Billing - Usage
       domain in the Project Billing functional area.
    • Process: Usage
       domain in the Customer Contracts and Project Billing functional areas.
  4. Select the project from the
    Billable Projects
     prompt to view usage-based transactions associated with the billable project.
  5. Manage customer invoice proposals.
    Modify usage-based transactions associated with the billable project before invoicing.
  6. Create customer invoices for usage-based transactions associated with the billable project.
  7. (Optional) Access the
    Create Customer Invoices for Billable Transactions
     task.
    Create customer invoices for usage-based transactions associated with the billable project.
    When you generate customer invoices from contracts with a negative amount due, Workday automatically creates credit adjustment documents linked to the billing schedule. If an invoice has retention, Workday instead creates a customer invoice with the negative amount.
    Security:
    • Process: Billing - Invoicing
       domain in the Customer Contracts and Project Billing functional areas.
    • Process: Project Billing - Invoicing
       domain in the Project Billing functional area.
  8. (Optional) Access the
    Find Billable Project Transactions
     report.
    Select
    Usage Based
     from the
    Transaction Source
     prompt to view usage-based transactions associated with the billable project.
    Security:
    • Manage: Billable Projects
       domain in the Projects functional area.
    • Reports: Project Billing
       domain in the Project Billing functional area.
Access the
View Project
 report to review amounts and drill down on usage-based transactions associated with the billable project.