Fixed contract projects are set up using the Project Allocated Revenue project type. Labor jobs assigned to this project use the Project Allocated Revenue billing type, and if any reimbursable expense jobs are included, they use the Project Transaction Level billing type. 

Complete these steps in the exact order shown below. Project bill codes are not added until later in the setup process. If the project contains reimbursable expenses, those bill codes will be set up before the project bill codes. Table of ContentsmaxLevel1

Step 1: Set up a PAR Project

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Repeat the steps above to add more bill codes, as needed. The allocated revenue for all bill codes must add up to 100%.

Step 5: Allocate Revenue Percentage to Job(s) per Bill Code

In this step, you will distribute the revenue from each bill code across jobs, by entering the percentage or dollar amount allocated per bill code for that job. For example, if project bill code A is $400.00, and you want 50% of that amount to be allocated to job A, you would enter 50.00 or a dollar amount of $200.00.

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1. Go to Transactions > Job Cost > Project Level Billing. The Project Invoice Entry window opens.
2. Tab through and select a Project Number.
3. Enter a Batch ID and fill other fields, as necessary.
4. Select the jobs to be billed. As soon as you mark the checkbox, the Current Billing Subtotal amount fills in.
5. Make changes, if necessary. Use the expansion button next to Current Billing Subtotal to view/change individual transactions associated with this invoice, and to change the current bill amount, if necessary. 
6. Select a transaction and then the Select button. Enter a new Current Bill amount and select Save.
7. From the Project Invoice Entry window, save to batch.

Step 8: Post the Batch and View Billed Amounts

After you post the project invoice batch, you can view the updated billed totals in the project bill codes.