Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 15 · Project Billing: Formats, Events and Processing
Invoice formats
Lesson 153 of 198 · 14 min
Create an invoice format and enter header information. Enter the format details — the grouping and the columns. Create a labour format grouping by person and task, then a summary format grouping by expenditure category only. Show the same costs presented under both formats. Assign a format to a bill plan. THE INVOICE FORMAT IS WHAT THE CLIENT SEES. It is the most externally visible artifact in the whole implementation — and it is usually configured last, by somebody in a hurry. That is why this lesson opens the module rather than closing it. GROUPING IS THE DESIGN DECISION. A client who wants every timecard line itemized and a client who wants one line per month need different formats. Ask; do not assume. Show the same costs two ways. It is the fastest way to make the concept land. Get a sample invoice signed off by the client's commercial team…
The full lesson is part of the course
The video, the complete written lesson and the module quiz are included in Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue, with a certificate on completion and a fourteen-day refund window.