Project - Bill Structure Tab - Screen Description

Additional Information

Manage Bill Tasks

The Bill Structure tab allows you to define the billing structure used for each project bill term. Before a bill structure can be defined, one or more bill terms must be added for the project. Then, one or more bills tasks are added in a hierarchical list format and can be linked to project tasks to define the billing structure. Because billing can be based on a single bill task, projects tasks do not need to be linked, but this structure is typically only practical for lump sum type work.

When the first bill term is added to a project and a Fee Type has been entered at the root level of the project, the project is automatically linked to the bill term in the bill structure; for simple projects, this defines the bill structure to directly mirror the project structure.

The Bill Structure tab is divided into two panes of information, which include a read-only pane with the project task structure and a pane used to create and maintain the bill task structure. The project task structure is defined on the Project - Tasks Tab and cannot be edited from this tab.

Tasks Pane

The Tasks pane displays project information from the Tasks and Bill Terms tabs. The displayed task structure is defined on the Task tab and cannot be edited from this tab.

The default columns are marked with an indicator ( ). For information on how to display the optional columns, see Manage Columns.

	Field	Description
	link type	Displays if the project task has been linked to the bill structure. The following icons are used to indicate the linked status: Available: The column is blank when the task is available and not linked to the bill structure. Linked: The Linked icon displays when the task is linked to the bill structure. Below Link: The Below Link icon displays when the task is a subtask of a linked task. Subtasks are automatically linked when parent tasks are linked. Above Link: The Above Link icon displays when the task is a parent task of a linked task. Not Applicable: The Non Applicable icon displays when the task is not billable or non-chargeable.
	Name	Displays the task name. This column represents the task hierarchy in a tree format.
	Code	Displays the task code.
	Fee Type	Displays the fee type associated with the task.
	Status	Displays the status of the task.
	Bill Term	Displays the bill term associated with the task.
	Budget Effort	Displays the budget effort associated with the task.
	Description	Displays any description entered for the task.
	Expense Term	Displays the expense term associated with the task.
	Labor Term	Displays the labor term associated with the task.
	Unit Term	Displays the unit term associated with the task.

Bill Structure Pane

The Bill Structure pane allows you to create and maintain the bill structure for a each bill term. The bill tasks are indented under each bill term to show the hierarchical structure. In the bill structure, bill terms and subtasks cannot be moved, bill tasks can be added to a single bill term up to nine levels deep, and link tasks cannot be moved on the same level as a subtask.

Bill Structure Buttons

A series of buttons display a the top of the Bill Structure pane. These buttons allow you to build the bill structure.

Name	Button	Description
Add		Click the Add button to add a bill task to the bill structure. This button is available when the last row in the selection is a bill term, bill task, or link task. If multiple rows are selected, multiple bill task will be added. When a bill term is selected, the bill task is added as a child record. When a bill task or link task is selected, the bill task is added on the same level.
Delete		Click the Delete button to remove bill tasks or link tasks from the bill structure. Bill terms and subtasks cannot be deleted from the bill structure. For bill tasks, this option is only available when there are no bill tasks or link tasks below the selected bill task and the bill task is not referenced. For link tasks, this option removes the task from the bill structure and the related tasks and any subtasks will be unlinked.
Outdent		Click the Outdent button to move out the indent level of a bill task or link task in the bill structure. Bill tasks and link tasks can only be moved under a bill term or a bill task.
Indent		Click the Indent button to move in the indent level of a bill task or link task in the bill structure. Bill tasks and link tasks can only be moved under a bill term or a bill task. The hierarchy is limited to nine levels of bill tasks.
Link		Click the Link button to link a project task with a row in the bill structure. If there are subtasks under the selected tasks, all of the subtasks are also linked.
Unlink		Click the Unlink button to unlink a project task from the bill structure.
Show Levels		Click the Show Levels button and then select a level to expand or collapse the displayed rows to a particular level. The Show All Levels option displays the full bill structure with all bills tasks, linked tasks, and subtasks.

Bill Structure Columns

The Bill Structure pane contains columns with additional information and controls for the bill structure.

Note: For bill terms, changing the value in Bill Code, Bill Name, Status, and Bill Description will update the value on both the Bill Term and Bill Structure tabs.

The default columns are marked with an indicator ( ). For information on how to display the optional columns, see Manage Columns.

Field		Description
	Type	Displays the line item type. Available types include: Bill Term: Bill terms are defined on the Bill Term tab and automatically display. For more information on defining bill terms, see Project - Bill Terms Tab. Bill Task: Bill tasks are added to the bill structure. For more information, see Add a Bill Task. Link Task: Link tasks are created when a project task is linked to a bill term or bill task. Subtask: Subtasks are automatically added when a task with subtasks is linked in the bill structure. This column is used to display the task hierarchy in a tree format.
	Bill Name	For bill tasks, this is defaulted to the Bill Name for the bill term. For bill terms, link tasks, and subtasks, this is defaulted to the task name. For bill terms, updating this field will also update the Name field on the Bill Terms tab. For link tasks and subtasks, the name can be edited and will display in italics once edited from the source; hover over the value to see the entered and default values. In addition, press the Delete key with the cell selected to reset to the default value. This column is used to display the task hierarchy in a tree format.
	Bill Code	For bill tasks, this is defaulted to the Bill Code for the bill term. For bill terms, link tasks, and subtasks, this is defaulted to the task name. For bill terms, updating this field will also update the Code field on the Bill Terms tab. For link tasks and subtasks, the code can be edited and will display in italics once edited from the source; hover over the value to see the entered and default values. In addition, press the Delete key with the cell selected to reset to the default value.
	Bill Fee Type	Enter or select the fee type associated with the task. Once edited, hover over the value to see the entered and default values Any child tasks will inherit the entered value. For link tasks and subtasks, this field defaults to the Effective Fee Type of the linked project task. This field is required when the Constrain Bill field is selected. This field is disable for bill terms.
	Fee	Enter the fee amount that will display on the bill. If the project tasks associated with the linked task has a Lump Sum or Cost Plus Max fee type and the parent is not constrained, this field will default to the task's current Budget Effort. This value is required when constrained and the Bill Fee Type is Cost Plus Max or Lump Sum. This field is read-only for bill terms.
	Budget Effort	Displays the amount budgeted for the project task.
	Constrain Bill	Select if the fee at this level will be used to constrain billing. Once selected, this field will be deselected for any child tasks. Similarly, if any parent tasks in the hierarchy are constrained, this field is deselected and is read-only. If the project tasks associated with the linked task has a Lump Sum or Cost Plus Max fee type and the linked bill task is not constrained, this field is selected by default. This field is read-only for bill terms.
	Show on Cover	Select if the task and its subtotal should be displayed on the bill. By default this field is not selected. However, if the parent and sibling tasks for bill tasks, link tasks, and subtasks are selected, this field is selected. If the field is selected, all sibling and any deselected parent tasks will be selected. In addition, if the field is deselected, it will also be deselected on any sibling and child task. This field is read-only for bill terms.
	Show on Backup	Select if the task and its subtotal should be included on the bill backup. By default this field is not selected for bill terms and is selected for bill tasks, link tasks, and subtasks when their parent and sibling tasks are selected. If the field is selected, all sibling and any deselected parent tasks will be selected. In addition, if the field is deselected, it will also be deselected on any sibling and child task. This field is read-only for bill terms.
	Bill Description	Enter a description of the task. This will be printed on the bill if the bill was designed to include descriptions. For bill terms, updating this field will also update the Bill Description field on the Bill Terms tab.
	Contract Cost	Enter the contract cost amount that will display on the bill. This displays on the CPFF Bill report, and it is required if the fee is constrained. This field is read-only for bill terms.
	Fixed Fee	Enter the fixed fee amount that will display on the bill. This displays on the CPFF Bill report, and it is required if the fee is constrained. This field is read-only for bill terms.
	Task Code	Displays the task code for the link task or subtask. This field is blank for bill terms and bill tasks.
	Task Fee Type	Displays the task's fee type.
	Task Hierarchy Code	Displays the task's hierarchy code for the link task or subtask. This field is blank for bill terms and bill tasks.
	Task Name	Displays the task name for the link task or subtask. This field is blank for bill terms and bill tasks.
	Status	Displays the status of the task. For bill terms, updating this field will also update the Status field on the Bill Terms tab.