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create many service periods or milestones at once |
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If you have recurring service periods or milestone billings, a fixed price contract with a revenue schedule, you can use this wizard to quickly create them.:
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This form is reached by opening a project and going to the Engagement | Contract subtab. Click Create Recurring Revenue/Milestone Schedule
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- Be the engagement manager and have the stage permission Edit Contract Terms
- Have the cost center permission Maintain Projects and Engagements
- Be a project manager and have the stage permission Edit Milestones. If the milestone is for the whole engagement, then the PM must have the stage permission for all projects in the engagement. If the milestone is for a specific project, then the PM only needs the stage permission for that one project.
Create Service Periods
Create Billing Milestones
Fill out the form with the date interval, starting date, and duration of a service period. Finally enter the period contract amount. Projector will create a schedule based on your parameters.
Optionally tick the Create a periodic revenue/service schedule if you would like project to model a fixed number of purchased hours.
Optionally tick the Create a recurring billing milestone schedule checkbox if you would like to create milestones that align with your service periods.