BILLING INFO

If you use roles, use this tab to specify the role a user must have to enter a billing format and a billing formula on the Billing Info tab of the Manage Project Master Data screen for this template ID.

If you leave the role blank, any user can enter the billing format.

If you use quick project templates on the Manage Project Master Data screen, complete the setup on this tab before you enter projects on the Manage Master Data screen and the Create Projects screen.

Generic Billing Format Role

If you use roles, enter, or click to select, the role that a user must have to enter a billing format on the Manage Project Master Data screen for this template ID.

If you leave the Billing Format Role field blank, any user can enter the billing format.

Billing Formula Role

If you use roles, enter, or click to select, the role that a user must have to enter a billing formula on the Manage Project Master Data screen for this template ID.

If you leave the Billing Formula Role field blank, any user can enter the billing formula.

• Table Information

  Changes to this screen update the QPROJ_TEMPLATE (Quick Project Setup Template) table.

• FAQs

  Where do I set up roles?

  Set up roles in the Manage Workflow Roles screen.