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Planview Customer Success Center

When a task shows a billing role in PPW, do all task assignments for the task have the same billing role?

No, each task assignment can have a different billing role, or no billing role at all. When a new task assignment is created, it will have the billing role that is selected on the task. However, if the billing role is later changed on the task, it is not changed for the existing task assignments.

To verify the billing role for a task assignment, you can do either of the following:

  • In PPW, add the billing role column to a task assignment view.
  • In the task editing view, select the task assignment and then click Actions > Change billing role. The current and all historical billing roles for the assignment will be displayed.