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Planview Customer Success Center

Contract Lines

 

All lines and purchase orders are listed. These show the current status of the contract, indicating its total chargeable value and what has been billed so far. Move the mouse cursor over any line to see details of the billing type, period and rule, date last billed and if trackable.

You can change the Default Time and Default Expense selections, which will identify the lines to which time and expenses for the contract are automatically to be allocated. Only one line can be the default for each input type.