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Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 7 · Project Types

Billing and other options

Lesson 74 of 198 · 12 min

On a contract type, set the billing-related options. Set the default rate schedule behaviour for cost and bill, the cross-charge behaviour — forward-referencing Module 11 — and the remaining option groups. Review the completed type. Rate defaults on the type feed the derivation hierarchy from Module 6. It is one of the levels you traced two modules ago. Billing enablement is what makes the project associable with a contract. Module 14. Walk every option group, even briefly. You need to know what is there so you can find it later.

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In this module: Module 7 · Project Types

  1. 1What a project type governs
  2. 2Project type classes
  3. 3Designing the type listFree preview
  4. 4Creating a project type
  5. 5Burdening options
  6. 6Capitalization options
  7. 7Classifications
  8. 8Expenditure type class controls
  9. 9Billing and other options
  10. 10Proving the type works
  11. 11What breaks
  12. 12Lab: five behavioural patterns and a stakeholder to answer