Use the
Project Info tab to determine how
project-related information displays on the invoice, including the names and column headers that are used and where page breaks occur.
Enter margin values in inches or millimeters, depending on which one you select in the
Unit of Measure field on the Misc tab. When you set up margins, be careful that fields and sections do not overlap.
Contents
| Field | Description |
|---|
| Prof. Services Label
|
Enter a description for the services that are being invoiced.
The default label is
Professional Services from [startdate] to [enddate].
DPS populates the [startdate] and [enddate] fields with the actual values specified on the Billing Session Options dialog box at the time that the invoice was accepted.
You can use the [startdate] and [enddate] fields in a different way if you wish. For example, the label can read "Professional Services as of [startdate]."
|
Page Breaks
| Field | Description |
|---|
|
Project
|
Select this option to insert a page break before each new
project on the invoice.
|
|
Phase
|
Select this option to insert a page break before each new
phase on the invoice.
Phases display on the invoice only if the
project has
phases and you are billing the
project at the
phase level.
|
|
Task
|
Select this option to insert a page break before each
task on the invoice.
Tasks display on the invoice only if the
project has
tasks and you are billing the
project at the
task level.
|
Print Options
Use these options to determine the WBS levels that display on the invoice.
DPS defaults to print the
phase number and
task number.
| Field | Description |
|---|
| Print
Phase Name
|
Select this option to include the
phase name.
|
| Print
Phase Long Name
|
Select this option to include the
phase's long name (if one was specified on the General tab of the
Projects hub).
|
| Phase Number
|
Select this option to include the
phase number.
|
| Print
Task Name
|
Select this option to include the
task name.
|
| Print
Task Long Name
|
Select this option to include the
task's long name (if one was specified on the General tab of the
Projects hub).
|
| Print
Task Number
|
Select this option to include the
task number.
|
Labels
Use these fields to identify labels for each level and total of the WBS. You can also choose to hide the headings, as needed, which is useful when you need to simplify the invoice presentation. For example, you could remove the
phase header information and only display the WBS description for
phases at that level.
| Field | Description |
|---|
|
Project Header Label
|
Enter the label to display before each
project on the invoice. Select
Hide to hide the header.
|
|
Phase Header Label
|
Enter the label to display before each
phase on the invoice. Select
Hide to hide the header.
|
|
Task Header Label
|
Enter the label to display before each
task on the invoice. Select
Hide to hide the header.
|
|
Project Total Label
|
Enter the label to display before the total amount being invoiced for each
project on the invoice.
Projects display on the invoice only if the
project is part of a billing group, and the billing group is set up to bill at the
project level. Select
Hide Label and Total to hide the label and
project subtotal.
|
|
Phase Total Label
|
Enter the label to display before the total amount being invoiced for each
phase on the invoice.
Phases display on the invoice only if the
project has
phases, and the
project billing terms are established to bill at the
phase level. Select
Hide Label and Total to hide the label and
phase subtotal.
|
|
Task Total Label
|
Enter the label to display before the total amount being invoiced for each
task on the invoice.
Tasks display on the invoice only if the
project has
tasks, and the
project billing terms are established to bill at the
task level. Select
Hide Label and Total to hide the label and
task subtotal.
|
Line Separating
| Field | Description |
|---|
| Line Separating
Project, Line Separating
Phase, and Line Separating
Task
|
Click this drop-down list to select the line type (dashed, solid, or none) that will be used to separate the work breakdown structure levels on the invoice.
|
| Line Weight
|
Enter a value to select the thickness of the line that separates the work breakdown structure levels on the invoice. The default value for this field is 1.5. You can enter any value between 0.24985 to 20.
|
Grid
| Field | Description |
|---|
|
Project Column Selection Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Insert
|
Click this option to add a new field to the list of
project fields that can be included in the invoice header or footer. Then choose a field from the drop-down list in the
Column Name field.
|
 Delete
|
Select a grid row and click this option to delete the row.
|
| Select
|
Select this checkbox to add the corresponding field to the invoice.
|
| Column Name
|
This column lists the fields that can be added to the invoice. To add a new field, click
Insert and then select a field from the drop-down list.
|
| ISelect
<Label Only> to add text that will be used as a label and is not associated with a
project data field. Enter the text in the corresponding
Label column.
|
| Label
|
Enter the label that you want to display on the invoice to describe the field.
|
| Top Margin
|
The significance of the this value depends on the value that is entered in the
Location field.
- If you select
Header in the
Location field, the value entered in the
Top Margin field is relative to the top of the page. For example, if you select
Header in the
Location field and you enter
2 in this field, the label prints two inches from the top of the page.
- If you select
Footer in the
Location field, the value entered in the
Top Margin field is relative to the end of the invoice or the
Total This Invoice line. For example, if you select
Footer in the
Location field and you enter
2 in this field, the label prints two inches below the
Total This Invoice line. If you choose to display the signature on the invoice, the signature information displays below this label.
|
| Left Margin
|
Enter a value to determine the amount of space between the page's left margin and the left edge of the label.
|
| Label Width
|
Enter the label's width. If a value does not fit, the extra characters are cut off.
|
| Col Width
|
Enter the width for the field value. For example, if you are establishing settings for the
Project Manager field, this would be the width allowed for the
Project Manager's name. If a value does not fit, the extra characters are cut off.
|
| Location
|
Select
Header or
Footer to determine whether the label displays at the top or bottom of the invoice.
|
| Bold
|
Select this option to have the label and its value on the invoice display in bold type.
|
