Project Billing Worksheet displays all billable transactions as of the date specified, along with a summary of previously billed amounts and budgets.
Internal Company – The company from which the data is being reported.
As of Date – Enter the date the report should use as the last date for which to include information.
Project Contract Type – Select the type of contract from the dropdown list. Available Contract Type options are defined in Contract Types under Projects | Setup.
Project Manager – Click Lookup to select the project managers to be included on the report. One or more project managers may be selected. If the field is empty, all active project managers will be considered for inclusion on the report.
Project – Click Lookup to select the projects to be included on the report. One or more project id’s may be selected. If the field is empty, all projects will be considered for inclusion on the report.