Time & Material (T&M) projects are set up using the Cost Plus Billing project type (for projects) and Project Trx Level billing type (for labor jobs). For projects that include reimbursable expense jobs, the billing type for those jobs is also Project Transaction Level. Make sure to follow the steps in the exact order shown below.
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Step 1: Set up a Cost Plus Billing
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Project
In this step, you will create a T&M project but without bill codes; these will be copied from the T&M job that you will create in the next step.
- Select Cards > Job Cost > Project. The Project Maintenance window opens.
- Select a project or create a new one. Enter a Project Number and Description, then fill the remaining fields as necessary.
- In the Project Type field, select Cost Plus Billing.
- Save the project.
Step 2: Set up
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Jobs with
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Cost Codes and Bill Codes
In this step, you will create the T&M jobs, cost codes, and bill codes.
- Select Cards > Job Cost > Job. The Job Maintenance window opens.
- Select the Project Number for the Cost Plus Billing project that you set up earlier. The Contract Type is set automatically to Cost Plus. The Billing Type is set automatically to Project Trx Level.
- Fill the remaining fields, as necessary.
- Save the job.
- Select Cost Codes. Create cost codes and save. These are saved as bill codes to the project.
- Select Bill Codes. Bill codes will be created automatically based on the cost codes, and created the job bill codes.
- Save all windows and the job.
Step 3: Confirm
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Project Bill Codes for Cost Plus Billing
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Project
In this step, you will re-open the Cost Plus Billing project and confirm that the bill codes were created from the T&M job(s). See Creating Project Invoices for more information.
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