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Contract And Billing Terms Automation: Remove Duplication

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.


  • 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


Central Consulting Group

Since 2002, Central Consulting Group (CCG), Deltek’s largest Vision / Vantagepoint partner, has helped thousands of architectural, engineering, construction, and professional services firms worldwide realize greater functionality from of their software investment. In addition to implementing, training, tailoring, customizing and integrating Deltek ERP Software, CCG assists clients with their transition to Deltek Vantagepoint, the next generation of Deltek, and Vision/Vantagepoint migrations to the Cloud. CCG experts solve business challenges and support them throughout the project and software lifecycle.

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