Time & Material billable lines calculation: general flow

The general flow is as follows:

1. Click Suggest Billable Lines 

2. Select the Start Date and the End Date of the period for which you want to create the billable lines.

3. Select the option from the Create Per field. You can create billable lines per

• Job No.
• Customer
• Job Task No.
• Person Responsible
• Project Manager

4. Click Calculate. The system will look for billable lines depending on the settings provided.

• Auto Create Billable Planning Lines enabled:

  Job lines are created with an empty Type line field. After posting, billable lines will be created automatically 

• Auto Create Billable Planning Lines disabled:

  Job Journal Lines are created with a non-empty Line Type field, and it is Budget. Clear the Line Type field to have the opportunity to create billable lines automatically

Also, for details on Auto Create Billable Planning Lines Option, see What must be set up for successful calculation of the Time & Material billable lines?

Note

Please, note the logic for Grouping by Resource: for each resource, grouped for each month, a new Job Planning Line is created after creating the invoice. Those Job Planning Lines that are equal to 0, are deleted.