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Contract And Billing Terms Automation: Remove Duplication

Contract and Billing Terms Automation: Remove Duplication

Tuesday, November 10th, 11:00-11:45am CST

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

Webinar Details:

Date: Tuesday, November 10th, 2020.

Time: 11:00-11:45am CST

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

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Central Consulting Group

CCG serves architectural, engineering and professional services firms across North America, the UK, Europe, Asia and the Middle East by helping them get more out of their software investment. As a Deltek Partner, CCG specializes in implementing, training, tailoring, customizing and integrating Deltek ERP Software; as well as assisting clients with their transition to Deltek Vantagepoint, the next generation of Deltek. CCG also helps their clients solve any challenges and supports them in every step of the project lifecycle.

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