Add Project Billing

Add billing items for projects. The billing item is created and submitted through the Add Billing popup, which walks you through the Details, Milestones, Materials, Positions, and Review & Submit steps.

  1. Navigate to the Billing tab within the relevant Project Engagement, in either MSP UI or Supplier UI.
  2. Click New Billing Item.
    Note:
    You can also start from the Billing left-hand navigation menu. In MSP UI, click Billing, then New Billing Item. In Supplier UI, click Billing, search for the Project Engagement, select Project under Billing Type, and click Submit.
  3. The Add Billing popup opens on the Details step. Review the read-only Engagement#, Client, Supplier, Cost Center, Start Date, and End Date shown at the top of the popup — these identify the engagement the billing item belongs to.
    Add Billing popup, Details step
  4. Optionally, enter an Internal Supplier Reference for the billing item.
  5. Optionally, attach supporting documents. Drag a file into the Attachments area, or click Choose File to browse for one.
    Note:
    Supported file types are .doc, .docx, .txt, .jpg, .jpeg, .png, .tif, .tiff, .gif, .eps, .psd, .pdf, .xls, .xlsx, .ppt, .pptx, .rtf, and .csv, up to 10MB.
  6. Click Next to move to the Milestones step.
    Add Billing popup, Milestones step
  7. Enter the Date for the milestone billing period, and optionally enter Billing Notes.
  8. If this billing item includes milestone-based charges, click Add Milestone and complete the milestone line item. If not, leave this step empty and continue.
  9. Click Next to move to the Materials step.
    Add Billing popup, Materials step
  10. Enter the Date for the materials billing period, and optionally enter Billing Notes.
  11. If this billing item includes material-related charges, click Add Material and complete the material line item. If not, leave this step empty and continue.
  12. Click Next to move to the Positions step.
    Add Billing popup, Positions step
  13. Enter the Date for the positions billing period, and optionally enter Billing Notes.
  14. If this billing item includes position-based charges, click Add Position and complete the position line item. If not, leave this step empty and continue.
    Each billing type is calculated differently:
    • Milestone — based on a flat fee defined in the project quote.
    • Material — based on a flat unit price for material cost defined in the project quote.
    • Position — based on one or more positions defined in the project quote. The hourly rate is multiplied by the total number of hours (units) entered for the position. You must select a defined position and the worker for that position when entering this billing type.
  15. Click Next to move to the Review & Submit step.
    Add Billing popup, Review and Submit step
  16. Review the Details, Milestones, Materials, and Positions summaries. Click the pencil icon next to any section heading to jump back and edit that step.
    Note:
    Count badges next to Milestones, Materials, and Positions in the left-hand step tracker show how many line items were added in each step.
  17. Click Submit Billing to finalize and submit the billing item.