The form does not have the ability to filter by project status. 

Multiple projects can be billed at the same time on the Run Project Billing (PM503000) form. On this form, you can run billing for multiple projects that are pending billing, based on the Invoice Date selected in the Summary area of the form. (By default, this box contains the business date.)

The form does not show the projects for which the Next Billing Date, which is specified on the Summary tab of the Projects (PM301000) form, is later than the Invoice Date, which is specified in the Selection area of the Run Project Billing form.

Hi @rconandrewl 

One way is to create a GI to filter out the projects that you need Billing from the main GI (Projects).

This method takes a bit of time because you have to go to each project and click "RUN PROJECT BILLING".

Step 1: Creating a GI to filter out the projects that you need Billing from the main GI (Projects)

Step 2: Every month, go to this GI and select each project and click "RUN PROJECT BILLING"

Best Regards,

NNT

Thank you Kristen, that’s what I gathered from the support docs, but thought it was worth asking.

Unfortunately with our project volume and turnover this would not be conducive.

And an easier alternative to your GI method would be applying a saved filter to the Project Profile menu and utilizing the Projects Sidebar tool to minimize the customization efforts and loading screens between windows.

Given the current limitations I’ve created an Idea posting for future consideration. In the meantime we’ll have to continue the workaround of modifying the Next Billing Date to a fictitious future date to eliminate it from the list.