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Planview Customer Success Center

"Show split billing" check box setting is not saved when engagement is saved

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You select the Show split billing check box to display the Split Billing section below the fixed fees table. Similarly, selecting the Show schedules check box displays the Fixed Fee Schedules section. The selected value of the check boxes is not saved when the engagement is saved, which is the intended functionality.

If you select Amount recognized or Percent of total deliverable in the Revenue recognition method field for a fixed fee or product, you must set up milestones, and the Revenue Milestones section appears automatically below the fixed fee or products table.

If either or both of the Show split billing and Show schedules check boxes are selected, the sections are displayed and the Revenue Milestones section is hidden. Clearing either or both of the check boxes removes the tables and displays the Revenue Milestones section.