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Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 14 · Project Billing: Contracts, Invoice and Revenue Methods

Associating projects and tasks

Lesson 148 of 198 · 11 min

Associate a project with the contract line. Associate specific tasks and exclude others. Show a cost on an associated task becoming billable, and show a cost on an EXCLUDED task remaining non-billable. Associate a second project with the same line, and show the resulting billable position. THE ASSOCIATED-VERSUS-EXCLUDED TASK DEMONSTRATION IS THE LESSON. Two costs, identical except for the task, with different billing outcomes. Two rows, one difference — that is the shot. One contract line funding two projects is common with master agreements. The association is what makes billing work. Missing it is the most common "why can I not invoice" cause.

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In this module: Module 14 · Project Billing: Contracts, Invoice and Revenue Methods

  1. 1The contract dependency
  2. 2Contracts, lines and projects
  3. 3Bill plans and revenue plansFree preview
  4. 4Invoice methods
  5. 5Revenue methods
  6. 6Creating a contract
  7. 7Associating projects and tasks
  8. 8Contract types and approval
  9. 9Proving the association works
  10. 10What breaks
  11. 11Lab: a master agreement, a fixed price, and one task that must not bill