Generating Billing Events on a Project

Note:

When Shield Platform Encryption is enabled in your org, you must be as specific as possible when searching for Shield Platform Encryption supported fields to ensure matching results are found.

You can generate billing events for a project on the Project Billing page.

Selecting Billing Event Items to be Generated

1. Select the project that you want to generate a billing event for on the Projects tab.
2. Click Project Billing. The Project Billing page opens.
3. Either:
   1. Click Select All <nn> Items to select all items in all tabs.
   2. In the relevant tabs, select all items or specific items.
4. To add your selected billing event items to existing billing events, select the Add Billing Event Items to Existing Billing Events checkbox.

   The Summary tab displays:

   • The total billable amount. This can include a pre-billed amount.
   • Total billable hours for the selected items. Billable hours are only shown if you have selected timecard items.
   • A list of the selected items.
5. Click Generate Billing Event.