Billing Type
The Billing Type field can be defined on the Project Profile at the project and task levels (in order to set a Task level billing type, you must first set a project level billing type). This field is optional, can be updated (under certain conditions) and currently contains the following options:
CP - Cost Plus
FP - Fixed Price
NB - Non-billable
TM - Time and Materials
This field is available as a selection criteria option on various Project Accounting reports, and available as a field on the ad-hoc report and export templates.
General Rules/Restrictions
CP projects can have TM, FP, and NB tasks (in addition to CP tasks).
Task level billing type is not editable when project level billing type is either not set to any value or is set to NB.
When Updating Billing Type is Not Allowed
Impacts of Changing a Billing Type
The act of changing a billing type may impact other previously established Billing related setup data (i.e., the change may invalidate certain data and thus in some cases the removal of some or all setup data under the Project's various left Billing menu options may occur). The table below attempts to explain the impacts and restrictions you may encounter when attempting to change a billing type.
|
Standalone Project |
||
|
Current Billing Type |
New Billing Type |
Impact or Restriction |
|
Empty |
Anything |
No restriction |
|
NB |
Anything |
No restriction |
|
CP |
Empty or NB |
Remove all Billing configuration details |
|
FP or TM |
No restriction |
|
|
FP |
Empty or NB |
Remove all Billing configuration details |
|
TM |
Remove all Fixed Price Items and task's billing type overrides |
|
|
CP |
Remove all Fixed Price Items, Prebilled Labor, and task's billing type overrides |
|
|
TM |
Empty or NB |
Remove all Billing configuration details |
|
FP |
Remove task's billing type overrides |
|
|
CP |
Remove Prebilled Labor, and task's billing type overrides |
|
|
Lead Project w/ Contributor |
||
|
Current Billing Type |
New Billing Type |
Impact or Restriction |
|
Empty |
Anything |
Not a valid case (only billable projects can be defined as a Lead Project) |
|
NB |
Anything |
Not a valid case (only billable projects can be defined as a Lead Project) |
|
CP |
Empty or NB |
Error out "Lead project's billing type cannot be changed to non-billable when associated with any contributor projects." |
|
FP or TM |
No restriction |
|
|
FP |
Empty or NB |
Error out "Lead project's billing type cannot be changed to non-billable when associated with any contributor projects." |
|
TM |
Remove all Fixed Price Items and task's billing type overrides |
|
|
CP |
Remove all Fixed Price Items, Prebilled Labor, and task's billing type overrides |
|
|
TM |
Empty or NB |
Error out "Lead project's billing type cannot be changed to non-billable when associated with any contributor projects." |
|
FP |
Remove task's billing type overrides |
|
|
CP |
Remove Prebilled Labor, and task's billing type overrides |
|
|
Lead Project w/o Contributor |
||
|
Current Billing Type |
New Billing Type |
Impact or Restriction |
|
Empty |
Anything |
Not a valid case (only billable projects can be defined as a Lead Project) |
|
NB |
Anything |
Not a valid case (only billable projects can be defined as a Lead Project) |
|
CP |
Empty or NB |
Remove all Billing configuration details |
|
FP or TM |
No restriction |
|
|
FP |
Empty or NB |
Remove all Billing configuration details |
|
TM |
Remove all Fixed Price Items and task's billing type overrides |
|
|
CP |
Remove all Fixed Price Items, Prebilled Labor, and task's billing type overrides |
|
|
TM |
Empty or NB |
Remove all Billing configuration details |
|
FP |
Remove task's billing type overrides |
|
|
CP |
Remove Prebilled Labor, and task's billing type overrides |
|
|
Contributor Project |
||
|
Current Billing Type |
New Billing Type |
Impact or Restriction |
|
Empty |
Anything |
Not a valid case (only billable projects can be defined as a Contributor Project) |
|
NB |
Anything |
Not a valid case (only billable projects can be defined as a Contributor Project) |
|
CP |
Empty or NB |
Remove all Billing configuration details (the project will become a Stand-alone project) |
|
FP or TM |
No restriction |
|
|
FP |
Empty or NB |
Remove all Billing configuration details (the project will become a Stand-alone project) |
|
TM |
Remove all Fixed Price Items and task's billing type overrides |
|
|
CP |
Remove all Fixed Price Items, Prebilled Labor, and task's billing type overrides |
|
|
TM |
Empty or NB |
Remove all Billing configuration details (the project will become a Stand-alone project) |
|
FP |
Remove task's billing type overrides |
|
|
CP |
Remove Invoice Setup, Prebilled Labor, and task's billing type overrides |