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How to use Project Budget Revenue Unit Rate in Billing Rule

  • 2 March 2022
  • 4 replies
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Is there any way to use the unit rate specified in Project Revenue Budget below as billing rate in TM billing?

 

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Best answer by Heidi Dempsey 4 March 2022, 21:41

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Userlevel 5
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@kristianharianja,

You’ll want to investigate the Line Amount Formula options on a billing rule for T&M. I took a couple of screen grabs below showing you a couple of options for using Project Revenue Budget Unit Rate in the billing. This is where I would start in order to manipulate the rule for your use.

Regards,

Mike Gillum

Userlevel 5
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Hi Mike Gillum,

I have tried those fields and they don’t come through to the invoice.

Userlevel 5
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@kristianharianja,

Ok, that is unfortunate. There may be other fields you could investigate as to whether they would show up on the invoice. At this time, I would recommend putting in a Support case for this issue. 

Regards,

Mike Gillum

Userlevel 7
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@kristianharianja The only way to pull the unit rate from the revenue budget is to use a revenue account group.  The PMBudget fields pull from the budget that coorelates to the account group on the billing rule step.  Hope this helps.

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