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Contract and Billing Terms Automation: Remove Duplication

On Demand!

Tired of manually setting up projects, phases or tasks and entering the fee amount in the compensation, plan and billing terms fields and entering other billing or contract terms? Wouldn’t it be nice if you could do that once in Deltek and have data updated in all fields? Learn how scripts update the billing terms from project field setups in project screens without leaving the project hub to open billing terms in another window.

Highlights:

  • How invoice details for hourly/fixed fee projects can be automatically set in billing terms
  • How to automate invoice details in project billing terms by project, phase or task
  • How to automate entry of billing terms fields to ensure ease of reporting

Presenters: Nedra Roberson, Senior Consultant & David Springer, Principal Consultant

 

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