Projects Awaiting Billing Tab

Open this page from the App Launcher or the Services Billing workspace. Use it to review projects that contain one or more business records that are eligible for billing. You can also see other relevant information for the projects displayed.

This enables you to select and generate billing events for:

  • Multiple projects, regions, practices, groups, and accounts.
  • Single projects and accounts.

Page Layout

This page comprises:

Grid

The grid contains a list of projects that are eligible for billing and contain at least one business record that is eligible for billing. The following conditions apply:

  • The project is not excluded from billing.
  • The project is billable.
  • The project account is not null.
  • At least one business record is eligible for billing on the project.
Note: The grid is filtered by time period when you open it, which might result in the figures in the Timecard Splits, Milestones, Expenses, Miscellaneous Adjustments, Budget Pre-Bill columns being incorrect. To remove the time period filter, use the Filters panel.

The projects displayed in the grid are determined by your permission controls for the projects, or the regions, practices, and groups that the projects belong to. Contact your administrator if you cannot see the projects that you were expecting.

You can select and deselect all of the projects using the checkbox at the top of the grid, or select and deselect individual projects using the checkboxes.

A maximum of 1000 records can be displayed at once to improve the UI experience. You can use more filters to reduce the number of projects displayed in the grid.

Your administrator controls the columns displayed in the grid and your permissions for them. Contact your administrator if you need to see different columns.

Toolbar Controls

The toolbar controls enable you to filter the grid and view information about options for changing the grid view.

To open and close the Filters panel, click .

You can select multiple items in each field, and the filters that you apply are displayed above the grid. You can also include child projects, accounts, regions, practices, and groups if you are using these objects in your filters.

Click Apply to save your current selections. Click Clear to clear all of your filter selections.

For all the lookup fields, you can also click Show All Results for “ ”. The search lookup window opens with the searched string populated in the Search field and displays all related items in the grid.

Select the item from the grid that you want and click Select. The selected item is then displayed in the lookup field. For more information, see Using Advanced Lookup.

Note:

If Shield Platform Encryption is enabled in your org, the records in the Resource, Account, and Opportunity search lookup window are filtered using only the Name field in the grid.

Tip:

The filters applied by you are saved so that the next time you open this page, the information on the grid is displayed according to the pre-applied filters.

Your administrator controls the filters displayed and your permissions for them. Contact your administrator if you need to see different filters.

Buttons

Use the buttons to generate billing events for multiple projects, regions, practices, groups, or accounts, or for single projects and accounts.

Generating Billing Events for Multiple Objects

The following buttons are available:

  • Mass Billing Event Generation: Enables you to generate billing events immediately.
  • Schedule Billing Event Generation: Enables you to schedule the generation of billing events.

You can use these buttons to generate billing events in two ways:

  • Select projects in the grid, and then click the relevant button.
  • Click the relevant button without selecting any projects. This opens another window that enables you to select multiple regions, practices, groups, and accounts to generate billing events for.

Generating Billing Events for Single Accounts or Projects

The following buttons are available:

  • Generate Account Billing
  • Generate Project Billing

For both of these buttons, select one row that contains the account or project that you want to generate billing events for, and then click the relevant button. A billing event generation window opens to begin the relevant process.

Viewing Progress Status

The following button is available:

  • View Status

This button enables you to see the progress of the billing event batches and the errors encountered, if any. The batch processes are shown with the start date and time stamp along with the name of the user that initiated the batch run. You can delete the batch processes and error logs from the grid.

Mass Billing Event Generation

Note: If you don't have the Billing permission control or cascading permissions, if any, for a project, or the region, practice or group that a project belongs to, you cannot generate billing events.

Using this tab you can generate billing events:

  • For one or more regions, practices, groups, accounts, and projects.
  • Including one or more type of business record.
  • For a specific time period, and include records from previous periods in the same mass generation, if needed.
  • For time periods that end on or before a specified cutoff date, per project or account, if using flexible billing.
  • Using a scheduled job to generate billing events at specific times of the week or month.

To generate multiple billing events immediately:

  1. [Optional] Use the filters to reduce the number of records in the grid. You can select multiple options for some filters.
  2. Select the projects that you want to generate billing events for, or leave all projects deselected.
  3. Click Mass Billing Event Generation. The Mass Billing Event Generation window opens.
  4. If you did not select any projects in the grid, you can select multiple regions, practices, groups, and accounts to generate billing events. You can add a selector for each object.
  5. If you are not using flexible billing, in the Time Period lookup field, select the time period that you want to generate billing events.

    [Optional] We recommend that you select the Include Prior Periods checkbox to generate billing events for past periods in addition to the period you have selected. Your administrator can define how far into the past you can generate billing events.

    If you are using flexible billing, select a date in the Cutoff Date field. For more information, see About Flexible Billing Periods.

    For all the lookup fields, you can also click Show All Results for “ ”. The search lookup window opens with the searched string populated in the Search field and displays all related items in the grid.

    Select the item from the grid that you want and click Select. The selected item is then displayed in the lookup field. For more information, see Using Advanced Lookup.

    Note:

    If Shield Platform Encryption is enabled in your org, the records in the Resource, Account, and Opportunity search lookup window are filtered using only the Name field in the grid.

  6. [Optional] Select the types of business record that you want to include or exclude when generating the billing event, or select the All Records Eligible for Billing checkbox.
  7. [Optional] Deselect the Exclude Zero Amount Records checkbox to include zero amount records for billing event generation. By default, this checkbox is selected.
  8. Click Generate to generate billing events and batches for projects that meet your selected criteria.

    The progress of all batches that are currently processing is shown.

Note: For steps 4 and 5, your selections are remembered each time you open this page on the same computer, using the same browser.

Scheduling Billing Event Generation

You can set up a recurring schedule for the generation of multiple billing events.

To set up a recurring schedule:

  1. [Optional] Use the filters to reduce the number of records in the grid. You can select multiple options for some filters.
  2. Select the projects that you want to generate billing events for, or leave all projects deselected to generate billing events for a region, practice, group or account.
  3. Click Schedule Billing Event Generation. The Schedule Billing Event Generation window opens.
  4. If you did not select any projects in the grid, you can select multiple regions, practices, groups, and accounts to generate billing events for. You can add a selector for each object.
  5. If you are not using flexible billing, in the Period field, select the time period that you want to generate billing events for.

    [Optional] We recommend that you select the Include Prior Periods checkbox to generate billing events for past periods in addition to the period you have selected. Your administrator can define how far into the past you can generate billing events for.

    If you are using flexible billing, enter a number in the Offset Days field.

    • Enter 0. Generated billing events include eligible billing records up to the date and time when the schedule runs.
    • Enter 4. Generated billing events include eligible billing records up to four days after the scheduled generation. Example: A job scheduled weekly at 7:00 PM on Mondays, to be next run on Nov 15. Billing events generated for this schedule include eligible billing records up to Friday Nov 19.
    • Enter -3. Generated billing events include eligible billing records up to three days before the scheduled generation. Example: A job scheduled weekly at 7:00 PM on Mondays, to be next run on Nov 15. Billing events generated for this schedule include eligible billing records up to Friday Nov 12.

    Your administrator can also set a configuration option maxNumberOfDaysPriorToQuery to define the start of the date range for the eligible billing records. Therefore, if this is set to 14 for the negative example above, billing events generated for this schedule include eligible billing records between Monday Nov 1 and Friday Nov 12.

    For more information about flexible billing periods, see About Flexible Billing Periods.

  6. [Optional] Select the types of business record that you want to include or exclude when generating the billing event, or select the All Records Eligible for Billing checkbox.
  7. [Optional] Deselect the Exclude Zero Amount Records checkbox to include zero amount records for billing event generation. By default, this checkbox is selected.
  8. In the Schedule Settings section, enter a unique name for the schedule. You cannot create schedules with the same name.
  9. Select either Weekly or Monthly.
    1. Select a time for the job to start.
    2. Select one or more days for the job to run.
    1. Select a time for the job to start.
    2. From the Monthly Method drop-down list, select when in the month the job runs, and then enter or select the relevant settings for this option.
  10. Click Schedule to schedule the generation of billing events and batches for projects that meet your selected criteria.

For all the lookup fields, you can also click Show All Results for “ ”. The search lookup window opens with the searched string populated in the Search field and displays all related items in the grid.

Select the item from the grid that you want and click Select. The selected item is then displayed in the lookup field. For more information, see Using Advanced Lookup.

Note:

If Shield Platform Encryption is enabled in your org, the records in the Resource, Account, and Opportunity search lookup window are filtered using only the Name field in the grid.

Note: Scheduled jobs honor the billing mode that is selected when you schedule the job, not when the job is run.

Generating Billing Events for Single Accounts and Projects

You can generate billing events for a single account or project without the need to be in the account or project record.

To generate billing events for an account:

  1. Select a row in the grid that contains the account to generate billing events for.
  2. Click Generate Account Billing. The Generate Billing Events window opens.
  3. Select the projects to generate billing events. All projects that contain eligible billing records are shown in the Generate Billing Events window.
  4. [Optional] The Generate Billing Events window also gives an option to view the projects without billing permission control.
  5. By default, the All Records Eligible for Billing checkbox is selected. All objects that contain eligible billing records are shown in the Eligible Billing Records to Include field.
  6. [Optional] To restrict the records to include in the billing event, remove items from the Eligible Billing Records to Include field.
  7. To exclude eligible records with a zero amount total in the billing event, select Exclude Zero Amount Records. You are not able to review and include those records before generating the billing event.
  8. [Optional] Select a date range for the records to include in the billing event.
  9. Click Next.
  10. By default, the option Preview and select records is selected. This enables you to select specific records for your selected objects in other windows. Go to step 11.

    Alternatively, select Generate all to open the summary of all of the eligible record totals. Go to step 13. 

  11. Click Next.

A sequence of windows enables you to filter, sort, and select records to be included in the billing event. The dates that you selected are carried through to the filters in these windows. When completed, the summary window displays the billing event details.

The Filters panel fields can be configured using the Configuration Options in the Billing Configuration Group For more details, contact your administrator.

For all the lookup fields, you can also click Show All Results for “ ”. The search lookup window opens with the searched string populated in the Search field and displays all related items in the grid.

Select the item from the grid that you want and click Select. The selected item is then displayed in the lookup field. For more information, see Using Advanced Lookup.

Note:

If Shield Platform Encryption is enabled in your org, the records in the Resource, Account, and Opportunity search lookup window are filtered using only the Name field in the grid.

You can click Show Selected to show only your selected records. To return to the list of all records, click Show All. Your records are still selected.

If a record is edited outside the billing generation process, the change is not reflected in the selection or summary windows when you return to the process. However, you can still generate the billing event, which uses the edited information.

The summary window displays the details of your selected records. If you have selected more records than the limit that your administrator has set for a billing event, more than one billing event is generated.

  1. [Optional] Select the Add Billing Event Items to an Existing Billing Event checkbox. If there is capacity in an existing billing event, the billing event items are added to it. If you do not select this, only new billing events are created. If you want to know the capacity of billing events, ask your administrator to check the value in the configuration option maxBEIsPerBE.
  2. Click Generate.

For more information on the Account process run, see Viewing Generate Billing Events on Account Process Runs.

To create billing events for a project:

  1. Select a row in the grid that contains the project to generate billing events for.
  2. Click Generate Project Billing. The Generate Billing Events window opens.

    By default, the All Records Eligible for Billing checkbox is selected. All objects that contain eligible billing records are shown in the Eligible Billing Records to Include field.

  3. [Optional] To restrict the records to include in the billing event, remove items from the Eligible Billing Records to Include field.
  4. If you do not want to include eligible records with a zero amount total in the billing event, select Exclude Zero Amount Records. You are not able to review and include those records before generating the billing event.
  5. [Optional] Select a date range for the records to include in the billing event.
  6. Click Next.
  7. By default, the option Preview and select records is selected. This enables you to select specific records for your selected objects in other windows. Go to step 8.

    Alternatively, select Generate all to open the summary of all of the eligible record totals. Go to step 9.

  8. Click Next.

    A sequence of windows enables you to filter, sort, reorder, and select records to be included in the billing event. The dates that you selected are carried through to the filters in these windows. When completed, the summary window displays the billing event details.

    The Filters panel fields can be configured using the Configuration Options in the Billing Configuration Group For more details, contact your administrator.

    For all the lookup fields, you can also click Show All Results for “ ”. The search lookup window opens with the searched string populated in the Search field and displays all related items in the grid.

    Select the item from the grid that you want and click Select. The selected item is then displayed in the lookup field. For more information, see Using Advanced Lookup.

    Note:

    If Shield Platform Encryption is enabled in your org, the records in the Resource, Account, and Opportunity search lookup window are filtered using only the Name field in the grid.

    You can click Show Selected to show only your selected records. To return to the list of all records, click Show All. Your records are still selected.

    If a record is edited outside the billing generation process, the change is not reflected in the selection or summary windows when you return to the process. However, you can still generate the billing event, which uses the edited information.

    The summary window displays the details of your selected records. If you have selected more records than the limit that your administrator has set for a billing event, more than one billing event is generated.

    Billable hours are only shown if you have selected timecard split records.

  9. [Optional] Select the Add Billing Event Items to an Existing Billing Event checkbox. If there is capacity in an existing billing event, the billing event items are added to it. If you do not select this, only new billing events are created.

    If you want to know the capacity of billing events, ask your administrator to check the value in configuration option maxBEIsPerBE.

  10. There might be another window, where users can select to use either org settings or custom settings to separate object records into separate billing events. Also in this window, they might be able to select an eligible billing event.
  11. Click Generate.

Customizing Columns in Selection Windows

You can show, hide, sort, and group columns in the record selection windows by right-clicking a column, and then selecting an option.

Viewing Progress Status

The View Status button enables you to view the progress of the billing event batches and the errors encountered, if any. The batch processes are shown with the start date time stamp and the name of the user who initiated the batch run.

To delete the batch processes and errors:

  1. Click View Status. The View Status window opens.
  2. The Billing Process Status grid displays the jobs in progress.
  3. In the Process column:
    1. Click to view the different job processes.
    2. Expand the process by clicking to view the errors in the Error column.
    3. Click to close the expanded view.
  4. [Optional] Select a job and click to view the job details.
  5. Select the jobs or errors and click to delete the billing event job or error logs. The jobs completed successfully are removed automatically removed from the grid.
  6. Click Done to close the View Status window.
Note:

You cannot delete a batch that is in progress.


About Flexible Billing Periods

If your administrator has configured PSA to use flexible billing, you can select a cutoff date instead of a time period to use for project and account billing events. Billing events are generated for time periods that end on or before the date you specify. The diagram below shows how PSA selects the time period type.

Tip: If generating billing events for account- or project-specific time periods, we recommend using the force-daily-timecard-splits configuration option and only processing timecards created after setting this configuration option. You must generate Billing events for timecards that were created before the configuration option was set without using flexible billing periods. If you do not do this, timecard splits might not be split relative to the periods that you are billing for, resulting in a billing event batch and billing event containing a timecard split from a different time period.