Time and Material Billing: Related Report and Inquiry Forms

This topic describes reports and forms you can review to gather information related to billing projects by progress. The topic also explains how you can print documents related to project billing.

Note:

If you do not see a particular report or form that is described, you may have signed in to the system with a user account that does not have access rights to the report or form. Contact your system administrator to obtain access to any needed reports or forms.

Reviewing the Actual Amounts of the Project

You can review the list of project transactions corresponding to a project budget line with a nonzero Actual Amount on the Revenue Budget or Cost Budget tab of the Projects (PM301000) form. To review the corresponding project transactions of a line on either tab, you click the line; on the table toolbar, you click View Transactions, and the system opens the Project Transaction Details (PM401000) form in a pop-up window with the project transactions displayed.

Reviewing Project Balances

You can review the project balance broken down by account group on the Balances tab of the Projects (PM301000) form. To review the corresponding project transactions of an account group, you click the line; then on the table toolbar, you click View Transactions. The system opens the Project Transaction Details (PM401000) form in a pop-up window.

Reviewing Unbilled Project Transactions

You can review the list of all the transactions that correspond to a project on the Project Transaction Details (PM401000) form. In the Selection area of this form, you select the project to review all its project transactions. The transactions for which the Billed check box is cleared have not been billed yet. You can narrow the range of listed transactions by specifying any of the following in the Selection area: project task, account group, and inventory item.

Printing a Pro Forma Invoice

You can print a pro forma invoice that you are viewing on the Pro Forma Invoices (PM307000) form by clicking Print on the More menu. The system opens the printable form of the invoice, which is project-specific and specified for the PROFORMA mailing of the project on the Mailing & Printing tab of the Projects (PM301000) form. By default, this is the Pro Forma Invoice (PM642000) report. You can review the invoice and print it.

The contact information of the customer to whom the pro forma invoices should be sent is specified in the Bill-To Contact and Bill-To Address sections of the Addresses tab of the Pro Forma Invoices form. This information is copied to each pro forma invoice related to the project from the Bill-To and Bill-To Address sections of the Summary tab of the Projects form and can be modified at the invoice or project level.

Printing the Project Balance

While you are viewing a project on the Projects (PM301000) form, you can prepare a printable document showing the project balance at the project task level of detail; to do this, you click Print Project Balance on the More menu (under Reports). The system opens the printable document with the project balance on the Project Balance (PM621000) report. Then you can review the project balance, which is grouped by project tasks.