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Planview Customer Success Center

Changing Billable Task to Unbillable does not Update all Time Records

The Billable task check box may not be available to change if “Allow the project manager to override the [Billable] status” check box is not selected on the Engagement dialog box. If the change affects only some of the time records, select the check box and enter the effective date. The change only affects time records from the effective date onwards. This will be kept as a historical record and any new invoices created will respect that effective date. If the change is to affect all your time records, do not check the Effective date check box.

If an effective date was previously entered for billing status and you do not select an effective date now, you will receive a warning message that all history will be cleared. If the new billing status is to be effective for all your time records booked, do not enter an effective date. This clears all history (by not selecting an effective date). As a result, all time that has not been invoiced will respect the current billing status.