|10393|Print| |27662|FNG| |18889|More|
|33033|Switch to Project|
  1. |10394|Project|
  2. |10402|Schedule|
  3. |10511|Accounting|
  4. |29437|Billing Options|
  5. |10462|Billing Method|
  6. |10480|Billing Schedule|
  7. |32503|Media|
  8. |10485|Custom Fields|

|10394|Project|

|10418|Opportunity|
|10450|If this project is being billed to the client in a currency other than the home currency, set it here.|

|10402|Schedule|

|10407|Client Details|

|10408|Client|
@ClientName

|10413|Campaign|

|10415|Source|

|17342|Key People|

|10402|Schedule|

|39620|Working Days|
|37209|Share Schedule Calendar with URL|
If you want to share a read only iCal feed of this schedule, use this URL. This iCal feed is of the entire project. It may not be appropriate for client use.
@iCalFeedURL

|10440|Status|

|24455|Next Steps Updated on|
@DetailedNotesUpdated:dt
|24456|Status Note Updated on|
@StatusNotesUpdated:dt
|24457|Client Notes Updated on|
@ClientNotesUpdated:dt

|10445|Classification|

|10450|If this project is being billed to the client in a currency other than the home currency, set it here.|

|10452|Options|

|10454|Check this box when you are completely done with the project. This prevents any additional charges from hitting this project. In order to close a project, all transactions must be billed, marked as billed or written off|
|10456|Use this to indicate if a project is non-billable. Even if time has a rate on it, it will be considered non billable. Time without a rate on it is also considered non billable.|
|27850|You can not change the non billable status of this project because there are some entries posted into WIP|
|10459|If you only let assigned people access projects, but you need them to be able to charge time or expenses to this project, select this option.|

|10461|Management|

|26291|Layout|
|40338|All Open Orders will be closed|
|40339|All Open Transactions will be marked as billed|
|40340|All Projects will be closed with the inactive project status code selected|
|40341|Projects will not be closed or mark billed if there is unapproved time|

|10470|Media Order Defaults|

|10419|Labor Rates|

|10459|If you only let assigned people access projects, but you need them to be able to charge time or expenses to this project, select this option.|

|10426|Expenses|

|10475|Split Billing|

|10476|Split Billing is used to generate a percentage split invoice for multiple clients from a single project based invoice.|
@ClientName @PercentageSplit:n2
@ClientName
@Percentage

|29437|Billing Options|

|26291|Layout|

|10419|Labor Rates|

|10426|Expenses|

|10480|Billing Schedule|

|10499|Budget|
|27663|Labor:|
@LaborBudget:n2
|27664|Expenses:|
@ExpenseBudget:n2
|27665|Total Budget:|
@TotalBudget:n2
|36749|Remaining to Bill:|
@RemainingToBill:n2
|10481|Billing schedules are used to bill the client a percentage of the budget at certain times throughout the project. You can bill based on a date or on the completion of a task.|
@NextBillDate:D
@TaskFullName
@Comments
{{if:u.obn(item.AdvanceBill) > 0}}{{if:u.obn(item.BillingMethod) === 2}}
|28529|Advance Bill|
{{if:}}{{if:}}
@PercentBudget:P2
@EstimatedDollarAmount:n2
@DollarAmount:n2
{{if:u.obs(item.BillingID).length > 0}}
{{:"Worksheet " + item.BillingID}}
{{if:}}
{{:formatValue('#a/b', item.InvoiceNumber, format(item.InvoiceDate, 'd'))}}
@PercentBudget
@TaskFullName

|10480|Billing Schedule|

|10499|Budget|
|27666|Expenses Not Included|
|27663|Labor:|
@LaborBudget:n2
|27664|Expenses:|
@ExpenseBudget:n2
|27665|Total Budget:|
@TotalBudget:n2
|43076|Billable Budget:|
@BillableBudget:n2
|10480|Billing Schedule|
|43077|Scheduled Advance:|
@TotAdvSchedAmt:n2
|43078|Scheduled Revenue:|
@TotRevSchedAmt:n2
|43079|Remaining Schedule to Bill:|
@RemainingToBill:n2
|10481|Billing schedules are used to bill the client a percentage of the budget at certain times throughout the project. You can bill based on a date or on the completion of a task.|
@NextBillDate:D
@TaskFullName
@Comments
{{if:u.obn(item.AdvanceBill) > 0}}{{if:u.obn(item.BillingMethod) === 2}}
|28529|Advance Bill|
{{if:}}{{if:}}
@PercentBudget:P2
@EstimatedDollarAmount:n2
@DollarAmount:n2
{{if:u.obs(item.BillingID).length > 0}}
{{:"Worksheet " + item.BillingID}}
{{if:}} {{if:u.obn(item.InvoicedAmount) > 0}}
|43080|Billed: |@InvoicedAmount:n2
{{if:}}
@PercentBudget
@TaskFullName

|10470|Media Order Defaults|

|26982|Media Connections|

|10426|Expenses|

|26984|Media Commissions are only visible if you get the markup from project|

|10485|Custom Fields|
|41582|Estimated Amount|
@EstimatedDollarAmount:n2

|10492|Billing Items|

@Subject
@Description
@Subject
@Description

|10421|Staff Rates|

@UserName @HourlyRate:c @HourlyRate @HourlyRate
@UserName
@HourlyRate

|18890|Recalculate Labor Rates|

|27670|This will update the rate on unbilled time entries for this project from rates and settings defined on the project|

|10393|Print|

Options

Spec Sheets

|41036|Label/Content Orientation|
|41039|Between Spec Sheets|

|26292|Mark Billed|

|31706|This will mark any unbilled transactions as billed. It will not update time sheets or other transactions if they have not been approved.|