Implementation Plan - Project Financials - 04 - Client Contract Administration - Prime Invoices

Important Things To Know

The Client/Prime Invoice process will dynamically change depending on the contract type: fixed lump sum, cost plus or unit price. Thus, contract type is a very important field on the Prime Contract form.
Billing Methods: More Info
Project Financial Analytics | Transaction Categorizations: More Info

Step	Task Description	Help Topic	Training Video(s)	Application Form
1	Review Feature Settings \| Contract Admin: Prime Invoice Related Settings	View	View	Listing
2	Click the 'Projects' icon in the left navigation pane then select the current project (ex. job created in step 04) in the 'Quick Select' section. This will then redirect and show the 'Current Project Home' page.			Form
3	Click the 'Client Contract Administration' link in the 'Quick Links' tab under the 'Accounting and Project Management Departments' section.
4	Optional: Add Fixed Lump Sum Prime Invoices	View	View	Form
	Optional: Add Cost Plus Prime Invoices	View	Markups By Transaction Type Markups By Resource Type Import Items Individually
	Optional: Add Unit Price Prime Invoices	View	View