Modify Project Billing

Update an existing project billing item using the Modify Billing popup. It follows the same step structure as Add Billing, but opens pre-populated with the existing billing item's data.

Note:
Detail rows that are Approved (outside of MSP/VMS) or Rejected and Invoiced are read-only and cannot be edited.
  1. Navigate to the Billing GenInfo page, in MSP.
  2. In the Detail List section, click Modify and modify the billing item details.
    Modify Billing popup, Details step
  3. The Modify Billing popup opens on the Details step. In addition to the Engagement#, Client, Supplier, Cost Center, Start Date, and End Date, review the billing item's Line #, Status, and Billing Status Reason shown at the top of the popup.
  4. Update the Internal Supplier Reference if needed.
  5. Optionally add, replace, or review Attachments.
    Note:
    A checkmark badge on a step in the left-hand tracker (for example, Positions) indicates that step already has saved data from the original billing item.
  6. Click Next and repeat for the Milestones, Materials, and Positions steps as needed, updating the Date, Billing Notes, or existing line items.
  7. Click Next to reach the Review & Submit step.
  8. Review every section. Click the pencil icon next to any section heading to jump back and make further edits before saving.
  9. Click Submit Billing to save your changes.