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Planview Customer Success Center

Project Billing tab

 

All billing contracts for the selected lowest level project are available and you can view one selected from the list. Invoices raised for the project are listed separately.

At each section, click:

  to show only these details in a full screen (then   to revert to the original display)

  to hide the details (  to redisplay).

For a contract, click:

•Open to see details of the current contract

•Add to set up a further contract for the project.

At the invoices section, click:

•Add to create a further invoice for the contract

  then:

o  Open to view and edit the invoice

o  Delete to clear the invoice

o  Print for a printed invoice.