Add a Project Billing Item

You can add billing items for project engagements. Billing items are routed to the client manager assigned to approve the items (T&E Approver) in the Manager view.
Note: If you are submitting a billing item (time or expense) for a child project worker, the amount of the billing item recalculates the total project budget. If the child project worker billing amount exceeds the available project budget, you cannot submit the billing item. For more information about project workers, see Project Worker Engagements.
Note: You can view child worker engagement billing items on the parent project engagement's Billing tab.
Note: Project worker engagements are billed similar to Staffing engagements.
Note: For projects that have at least one project worker child engagement configured with a time card, you cannot bill for non-time card positions.
  1. Navigate to the Home page in the MSP view.
  2. Click Engagements.
  3. Select the request type by clicking the type button (or ALL).
    You can also enter the request number in the search field.
  4. Select the engagement by clicking the number link in the Request column.
  5. On the Engagements page, click the Billing tab.
  6. Click .
  7. From the Billing Type drop down, select Project.
  8. Click .
  9. In the Internal Supplier Reference field, enter alphanumeric text for the reference.
    Note: This reference can assist the supplier in payment reconciliation.
  10. In the Date field, enter the date for the billing item. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
  11. In the Billing Notes field, enter text of the billing note.
  12. Click .
  13. The application displays configurable sections, depending on the details defined in the project quote. For more information about setting up details in the quote, see Define a Quote for a Project.
    Defined the following billing details:
    • For a worker position, from the Positions drop down, select the job title. From the Worker drop down, select the worker name.
      Note: Project worker names do not appear in the Worker drop down.
      In the Comments field, enter text that describes the billing item. The defined bill rate information displays and is not editable. In the billing row, in the Units Worked field, enter the number of units worked (hours, days, and so on) OR In the Amount field, enter the amount to bill. If you enter a value in either the Units Worked or the Amount field, the other field is automatically calculated, and the balance fields automatically adjust according to the new billing. You can add an additional position billing item by clicking .
    • For a material, from the Materials drop down, select a material as defined in the quote. In the Comments field, enter text that describes the billing item. In the Quantity field, enter the quantity of the material to bill for OR in the Amount field, enter the amount to bill for. If you enter a value in either the Quantity or the Amount field, the other field is automatically calculated, and the balance fields automatically adjust according to the new billing. If there are expenses associated with the material billing item, from the Expense Category drop down, select the category. In the Description field, enter text that describes the expense. In the Amount field, enter the expense amount. The defined material balance automatically adjusts according to the new billing. The total balance for the milestone considers the amount billed for the miles and the associated expense. You can add an additional material billing item by clicking .
    • For a milestone, from the Milestones drop down, select the milestone as defined in the quote. In the Comments field, enter text that describes the billing item. In the Amount field, enter the amount to bill for. You do not need to bill for the entire milestone amount. If there are expenses associated with the milestone billing item, from the Expense Category drop down, select the category. In the Description field, enter text that describes the expense. In the Amount field, enter the expense amount. The defined milestone balance automatically adjusts according to the new billing. The total balance for the milestone considers the amount billed for the miles and the associated expense.
  14. Click .