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
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Cost Plus Billing 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.
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- Choose Cards > Job Cost > Job. The Job Maintenance window opens.
- Choose the Project Number for the T&M 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.
- Choose Cost Codes. Create cost codes and save. These are saved as bill codes to the project.
- Choose 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 project bill codes for
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Cost Plus Billing project
In this step, you will re-open the T&M 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.
- Choose Cards > Job Cost > Project. The Project Maintenance window opens.
- Choose the T&M Cost Plus Billing project.
- Choose Bill Codes. Use the browse buttons to choose the bill codes. Make any changes, if necessary.
- Save the bill codes and the project.
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