Enter Phase Billing Terms

If a project has sub-levels (phases, or phases and tasks), you can billing terms for phases and tasks, as well as at the project level. You must first add project billing terms before adding phase terms.

You can also add new billing terms by copying existing billing terms from another project, phase, or task.

You must define a project and its sub-levels in the Projects hub before entering billing terms for them.

To enter phase billing terms for a project:

1. Enter project-level billing terms on the Billing Terms form.
2. Click the Sub-Level Terms tab and click Phase Terms.
3. This option tells DPS to use the billing terms set up for the individual phases when calculating the invoice.
4. Complete the information on the Sub-Level Terms tab.
5. Click Save.
6. To open the phase, click the WBS icon to the left of the project name, then click the phase name. If the WBS icon doesn't include a blue triangle, the project does not have phases. If the blue triangle is solid, then billing terms are already defined for this phase.
7. Complete the billing information on all of  the tabs, beginning with the General tab.
8. Click Save.