Configure chargeable components of a project contract line

Applies To: Lite deployment - deal to proforma invoicing, Project Operations for resource/non-stocked based scenarios

A project contract line has included components and chargeable components.

Included components are components that are subject to:

  • Billing method and customer splits
  • Not-to-exceed limits
  • Invoice frequency settings defined on the project-based contract line

A subset of the included components can be marked as chargeable using the Billing Type field. The Billing Type field is an option-set that allows the following values in the context of a contract line:

  • Chargeable
  • Non-chargeable

Chargeable components can be defined on tasks, roles, and transaction categories.

Chargeability is defined on tasks for a project contract line and applies to all transaction classes included on the line. If the Include Tasks field on a contract line is blank or set to Entire project, the Chargeable tasks tab will not be available.

Chargeability defined on roles for a project contract line only applies to the Time transaction class. If the Include Time field on a contract line is set to No, the Chargeable roles tab will not be available.

Chargeability defined on transaction categories for a project contract line only applies to the Expense transaction class. If the Include Expenses field is set to No, the Chargeable Categories tab will not be available.

Update a project task as chargeable or non-chargeable

A project task can be chargeable or non-chargeable on a specific contract line, which makes the following setup possible:

If a project-based contract line includes Time and a certain task, T1 is associated to it as chargeable. If there is a second contract line that includes Expense, you can associate the T1 task on the contract line as non-chargeable. The result is that all of the time recorded on the task is chargeable and all expenses are non-chargeable.

A task's billing type can be configured on the Chargeable Tasks tab of the contract line by updating the Billing Type field on the contract line tasks subgrid. Alternatively, you can update the Billing Type field on the subgrid of the task Billing setup of a project that shows the contract lines associated to a task.

Update a role as chargeable or non-chargeable

A role can be chargeable or non-chargeable on a specific contract line.

A role's billing type can be configured on the Chargeable Roles tab of a contract line. To do this, update the Billing Type field on the Chargeable Roles subgrid.

Update a transaction category as chargeable or non-chargeable

A transaction category can be chargeable or non-chargeable on a specific contract line.

A transaction's billing type can be configured on the Chargeable Categories tab of a project-based contract line. To do this, update the Billing Type field on the Chargeable Categories subgrid.

Resolve chargeability

An estimate or actual created for time is only considered chargeable if:

  • Time is included on the contract line.
  • Role is configured as chargeable on the contract line.
  • Included Tasks is set to Selected tasks on the contract line.

If these three things are true, the task is configured as chargeable.

An estimate or actual created for expense is only considered chargeable if:

  • Expense is included on the contract line
  • Transaction category is configured as chargeable on the contract line
  • Included Tasks is set to Selected task on the contract line

If these three things are true, the Task is configured as chargeable.

An estimate or actual created for material is only considered chargeable if:

  • Materials is included on the contract line
  • Included Tasks is set to Selected tasks on the contract line

If these two things are true, the Task is configured as chargeable.

Includes Time

Includes Expense

Includes Materials

Included Tasks

Role

Category

Task

Chargeability impact

Yes

Yes

Yes

Entire Project

Chargeable

Chargeable

Can't be set

Billing on a time actual: Chargeable

Billing type on expense actual: Chargeable

Billing type on material actual: Chargeable

Yes

Yes

Yes

Selected tasks only

Chargeable

Chargeable

Chargeable

Billing on a time actual: Chargeable

Billing type on expense actual: Chargeable

Billing type on material actual: Chargeable

Yes

Yes

Yes

Selected tasks only

Non - Chargeable

Chargeable

Chargeable

Billing on a time actual: Non-Chargeable

Billing type on expense actual: Chargeable

Billing type on material actual: Chargeable

Yes

Yes

Yes

Selected tasks only

Chargeable

Chargeable

Non-Chargeable

Billing on a time actual: Non-Chargeable

Billing type on expense actual: Non-Chargeable

Billing type on material actual: Non-Chargeable

Yes

Yes

Yes

Selected tasks only

Non-Chargeable

Chargeable

Non- Chargeable

Billing on a time actual: Non-Chargeable

Billing type on expense actual: Non-Chargeable

Billing type on material actual: Non-Chargeable

Yes

Yes

Yes

Selected tasks only

Non-Chargeable

Non-Chargeable

Chargeable

Billing on a time actual: Non-Chargeable

Billing type on expense actual: Non-Chargeable

Billing type on material actual: Chargeable

No

Yes

Yes

Entire Project

Can't be set

Chargeable

Can't be set

Billing on a time actual: Not available

Billing type on expense actual: Chargeable

Billing type on material actual: Chargeable

No

Yes

Yes

Entire Project

Can't be set

Non-Chargeable

Can't be set

Billing on a time actual: Not available

Billing type on expense actual: Non-chargeable

Billing type on material actual: Chargeable

Yes

No

Yes

Entire Project

Chargeable

Can't be set

Can't be set

Billing on a time actual: Chargeable

Billing type on expense actual: Not available

Billing type on material actual: Chargeable

Yes

No

Yes

Entire Project

Non-Chargeable

Can't be set

Can't be set

Billing on a time actual: Non-chargeable

Billing type on expense actual: Not available

Billing type on material actual: Chargeable

Yes

Yes

No

Entire Project

Chargeable

Chargeable

Can't be set

Billing on a time actual: Chargeable

Billing type on expense actual: Chargeable

Billing type on material actual: Not available

Yes

Yes

No

Entire Project

Non-Chargeable

Non-chargeable

Can't be set

Billing on a time actual: Non-chargeable

Billing type on expense actual: Non-chargeable

Billing type on material actual: Not available