Single Billing Cap Across Multiple Subprojects Within a Portfolio Project

This feature lets you use customer POs to apply a single billing cap across all subprojects or across selected subprojects in a portfolio project — You can use the customer PO total, specified either in hours or as a monetary amount, as the billing cap.

You can read or modify the cap_by_customerpo field in the project_billing_rule table using the XML API and SOAP API, and the cap_by_customerpo attribute is also listed in the Scripting Center SOAP Explorer.

The following conditions must be met to modify cap_by_customerpo:

• The project associated to the project billing rule is a portfolio project. .

• The project associated to the project billing rule is associated with at least one customer PO.

• The billing rule is associated with a customer PO.

• The billing rule type is one of the following: Expense item, Purchase item, Time.

To enable this feature, contact OpenAir Customer Support.

Important:

This feature requires the Portfolio Projects and Subprojects feature to be enabled for your account. See also Portfolio Projects and Subordinate Projects.

Using a Customer PO as a Billing Rule Cap

You can use customer POs to apply a single billing cap across all subprojects, or across selected subprojects in a portfolio project. You can use the customer PO total, specified either in hours or as a monetary amount, as the billing cap.

Note:

Review the following guidelines:

• A customer PO can only be used as a billing rule cap for one portfolio project at any time.

• You can go to Projects > Projects > [Select a project] > Financials > Customer POs to view or modify Customer POs associated with the selected project .

To use a customer PO as a billing rule cap:

1. Go to Administration > Application Settings > Invoices > Customer POs to view the list of customer POs.

2. Do one of the following:

   • Select a customer PO.

   • Create a new customer PO — To do so, click the Create button, then New > Customer PO.

3. Enter the total Amount (money) (and Currency, if applicable) or the total Amount (hours) for the customer PO. It is not possible to enter values for both the Amount (money) and Amount (hours) fields.

4. Enter any additional details for the Customer PO and click Save

5. Go to Projects > Projects > [Select a portfolio project] > Properties.

6. Under the General section of the project properties form, next to Customer POs, click Create or Edit and make sure the relevant Customer PO is selected.

7. Go to Financials > Billing > Rules.

8. Do one of the following:

   • Select an existing Time, Expense item, or Purchase item billing rule.

   • Click the Create button and Time billing rule, Expense item billing rule, or Purchase item billing rule.

9. Under the Other section of the billing rule form, select a Customer PO.

10. Under the Rule cap section of the billing rule form:

    • Check the Use customer PO cap box. The Cap (money) or Cap (hours) will be populated automatically using the Customer PO Amount (money) or Amount (hours) value when you save the form.

    • (Optional) Check the Adjust ... to fit under the cap box.

    • (Optional) Check the Do not bill ... that exceed the cap box.

11. Click Save.