Integrated task-based billing setup for projects


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Enabled for Public preview General availability
Users by admins, makers, or analysts Mar 1, 2021 Apr 1, 2021

Feature details

In project-based organizations, it is common to have different contractual agreements for different phases of work. For example, a company could negotiate a fixed-price billing setup for the prototype phase of a project but use a time-and-material arrangement for the actual implementation. With this feature, Project Operations customers can associate project tasks with project contract lines, thereby subjecting them to the same billing method, invoice frequency, and customers as those on the contract line.

This association ensures accurate invoicing, accounting, revenue estimation, and recognition to work in accordance with this setup on project tasks.

The feature also allows project managers to mark certain tasks as chargeable, nonchargeable, or complimentary, which is then enforced when recording sales values and creating invoices for the costs incurred on those project tasks.

See also

Estimate a project quote line (docs)