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 Trx Level.

Setup

Make sure to follow the steps in the exact order shown below.

Step 1: Set up a T&M 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.

1. Choose Cards > Job Cost > Project. The Project Maintenance window opens.
2. Choose a project or create a new one. Enter a Project Number and Description, then fill remaining fields as necessary.
3. In the Project Type field, choose Cost Plus Billing.
4. Save the project.

Step 2: Set up jobs with cost codes and bill codes

In this step, you will create the T&M jobs, cost codes, and bill codes.

1. Choose Cards > Job Cost > Job. The Job Maintenance window opens.
2. Choose the Project Number for the T&M 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.
3. Fill the remaining fields, as necessary.
4. Save the job.
5. Choose Cost Codes. Create cost codes and save. These are saved as bill codes to the project.
6. Choose Bill Codes. Bill codes will be created automatically based on the cost codes, and created the job bill codes.
7. Save all windows and the job.

Step 3: Confirm project bill codes for T&M project

In this step, you will re-open the T&M project and confirm that the bill codes were created from the T&M job(s).

1. Choose Cards > Job Cost > Project. The Project Maintenance window opens.
2. Choose the T&M project.
3. Choose Bill Codes. Use the browse buttons to choose the bill codes. Make any changes, if necessary.
4. Save the bill codes and the project.

Invoicing

When projects and jobs have been set up, transactions have been posted to the appropriate jobs, you are ready to create invoices to send to the customer. You create invoices using the Project Invoice Entry window.

1. Choose Transactions > Job Cost > Project Level Billing. The Project Invoice Entry window opens.
2. Tab through and choose a Project Number.
3. Enter a Batch ID and fill other fields, as necessary.
4. Choose the jobs to be billed. As soon as you mark the check box, 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.