Viewing Project Billing Summary
- Navigate to “Invoicing” > “Project Billing”
- Search, filter, or select the project you want to view
- Click the desired project row to open the right-hand slide-over panel
- Enter a fee estimate for a Time & Expense project and, if applicable, a claims or PO number
- Select the billing type
If a fee proposal has been prepared, the billing type defaults to “Phased”.
Use the “Accounting Comment” field to document communication between project managers and administrative staff.
“Ready to Invoice” and “Wait PM?” are commonly adjusted in advance of period-based billing.
- Comment history, including date, author, and description, is displayed
- View invoices by selecting the desired “Invoices” row
- View fee proposals and breakdown PDFs by selecting the desired “Proposals and Resolved SCRNS” row
- Under “TIME”, personnel hours can be displayed as dollar values and filtered by work-in-progress hours or cost to date
- Project “Expenses” are also displayed in this slide-over panel
- Project “Subconsultant Invoices” are also displayed in this slide-over panel
Project KPI Reports
- Navigate to “Invoicing” > “Project Billing”
- Find the blue “Reports” button
- Click “Reports” and from the dropdown select one of the following reports:
- All Projects Performance Report
- Single Project Performance Report
Once you select “Open Report” an .csv file will download to your computer.
All Projects Performance Report
Filterable Invoicing Performance breakdown across all projects in system.
Projects are split between phased and time & expense types.
- Select the “Breakdown Mode” for the report
- Review the metrics and select them to fit your specific report criteria
- Click “Open Report”
Single Project Performance Report
Invoicing Performance breakdown on an individual project basis. Provides a per-employee performance breakdown.
- Select the “Project” from the dropdown
- Select the “Breakdown Mode” for the report
- Click “Open Report”