Parameter setup
On projects360 parameter form, under Invoicing tab, a new parameter “Role billing description” has been introduced. User needs to set the ‘Activate time card entry’ field value to ‘Yes’ in order to use this feature.
Go to Project management and accounting > Setups > projects360 parameters > Invoicing
Details of the fields available on the projects360 parameters form are as follows –
| Fields | Description |
| Activate time card entry | When this check box is enabled, user can use role billing description. |
Role billing description group
Role billing description can be configured for every role with the specific date ranges. Role billing description can be configured with the different languages also.
Go to Project management and accounting > projects360 setups > Role billing descriptions > Role billing description groups
Go to Project management and accounting > Projects > Project contracts
Go to Project management and accounting > Setups > Resources > Resource roles
Details of the fields available on the Role billing description group form are as follows –
| Fields | Description |
| Role billing description group ID | Define role billing description group ID to be used for invoicing. |
| Description | Define a description for a role billing description group ID. |
| Role billing description group ID | Role billing description group ID will default from the header section. |
| Role ID | Select Role ID to define the billing description. |
| Role description | Defaults role description from the selected Role ID. |
| Billing description | Define a billing description for a role ID. |
| Language | Select a language. This language will be compared with the invoice language and will display billing description. |
| From date | Define from date. |
| To date | Define To date. |
Project contracts
Role billing description can be configured on each funding source which is then used for the invoicing. User can select the “Role billing description ID” on the funding source level or from the details form.
Go to Project management and accounting > Projects > Project contracts > Funding sources
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Note – Extension has been provided for Role billing descriptions group form for further modifications. |