Phase or Task (Sub-Level) Billing Terms

If your project has phases or phases and tasks, a Sub-Level Terms tab appears on the Billing Terms form. These settings determine how the phase or phase and task-level information is calculated, presented, and posted, and determine whether or not phase or task level terms can be defined for the project.

When your project has phases or phases and tasks, the Sub-Level Terms tab is automatically enabled for editing. However, you cannot open a phase or a task to save billing terms for the phase or task before you:

• Save billing terms at the next highest level of work breakdown structure (the project level for a phase; the phase level for a task.)
• Select Phase Terms from the Sub-Level Terms tab at the project level, to establish phase terms.
• Select Task Terms from the Sub-Level Terms tab at the specified task's phase-level, to establish task terms.