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Planview Customer Success Center

Cannot change engagement billing type to fixed fee

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QUESTION

When trying to change the billing type of an engagement to 'fixed fee', an error message occurs.

ERROR

Some of your assigned tasks are not linked to a fixed fee schedule. The billing type cannot be changed to fixed fee only.

RESOLUTION

This means that there are still tasks in a project for the engagement that are not linked to a fixed fee. All projects/tasks need to be checked and a fixed fee added when missing. This has to be done for all tasks on all levels, not only top-level tasks.