Ideas for Acumatica

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Add Project Billing Types with associated business rules and data tables

Projects typically fall under one three basic categories: Fixed Bid, Time and Materials or Cost Plus.  The project management module should be able to support billing rules associated with each of these types of projects without the need to create complicated allocation and billing rules.  

Fixed Bid projects should allow for the creation of a schedule of values that are either related to project tasks, or can be used as a stand alone billing tool.  Time and Materials should allow for the creation of billing rate tables for labor and "materials" or cost type and so on.  

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  • Apr 27 2017
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  • Ekaterina (Kate) Stepalina (Product Manager Project) commented
    April 28, 2017 04:38

    Thank you for submitting the idea. We will consider the request.

  • Gabriel Michaud commented
    November 02, 2017 19:02

    In 2017R2, this idea has been implemented in a way that allocation rule is optional for project setup, and the billing rule configuration is straightforward for the Fixed Price and Time and Material billing types.

    Once one or another billing rule is specified in a project template, it is further copied to each project created based on the template.