Project Billing Preparation: Implementation Checklist

To ensure that the system is configured properly for billing a project, make sure that the features and settings listed in the table are configured as described in the following table.


Form	Task to Perform
Billing Rules (PM207000) form	Make sure that billing rules are configured as described in the topics of the Creating Billing Rules chapter. Also, make sure that the appropriate billing rules are assigned to needed project tasks.
Projects (PM301000)	Determine how the project should be billed as follows: To cause pro forma invoices to be created during the project billing, select the Create Pro Forma Invoice on Billing check box on the Summary tab of the Projects (PM301000) form. To cause accounts receivable invoices to be created during the project billing, clear the Create Pro Forma Invoice on Billing check box on the Summary tab of the Projects form. Before you run the billing procedure, make sure that the project is pending billing.

Other Settings That Affect the Workflow

For a project that is billed for time and material, you can define billing limit amounts for revenue budget lines of the project. For more information, see Project Billing Preparation: Billing Limits.