About the Project Contract Bill Transactions Assistant
This topic provides an overview of the Project Contract Bill Transactions Assistant and explains how project billing users can use it to find, review, and summarize project contract bill transactions through a conversational experience.
What this Assistant Supports
The assistant supports these tasks:
- Find bill transactions for a project or contract.
- Review transactions by status, such as Ready, Error, or On Hold.
- Summarize bill transactions by status.
- Review total transaction counts and amounts for billing analysis.
- Narrow results by project, contract, status, or date range.
What this Assistant Doesn't Support
The assistant is read-only. You can’t use it to update bill transactions, change transaction statuses, update rates, fix errors, release transactions, place transactions on hold, or change billing setup.
When to Use the Assistant
- Which bill transactions are ready for this project?
- Which transactions are in error for this contract?
- How many transactions are on hold?
- What’s the total amount ready to bill?
- Which transactions need review before month-end billing?
Before You Start
You must have access to the assistant and access to the project, contract, and business unit data that you want to review.
The assistant returns only the transactions that you’re authorized to view. It doesn’t reveal whether restricted transactions exist.
Example Prompts
- Show bill transactions in Ready for Project Project 4.
- Show bill transactions in Error for Contract Blue Computers.
- Show bill transactions in Ready for Project Phoenix for last month.
- Show bill transactions between "05/01/2026" and "05/30/2026".
- What’s the total amount ready to bill for Contract Blue Computers?