Page 10 - Unanet AE: Introduction to Project Management

• PA Bill Review - Selects the default Bill Review report that is accessed by
clicking Bill Review Report on the toolbar in PA Bill Review.

Percent Complete Calculation Default Formula
• Dropdown Box - Gives you a list of Percent Complete Formulas that have been
created using the Manage Formulas link.
• Manage Formula - When clicked, you will get the Percent Complete Formulas
popup. The Percent Complete Calculation Formula box allows you to define
formulas that can be used to calculate Percent Complete numbers in PA Bill
review. The available columns are listed in the Available Fields column. A
sample formula is provided in the popup but note that column names need to be
enclosed with [ ]. An example of a formula for calculating the percent complete
based on labor effort is: [LaborEffort]/[LaborFixedFee]

PA/PM Bill Review Settings
• Never Bill - When selected, Never Bill (N) charges will appear in PA/PM billing
review. They will also show up in the system Bill Review reports.
• Write Off - When selected, Write Off (W) charges will appear in PA/PM billing
review. They will also show up in the system Bill Review reports.
• ICC WIP - When selected, ICC WIP charges will appear in PA/PM billing review.
They will also show up in the system Bill Review reports.

Invoicing Tab
The settings on this tab relate to the automated invoicing process.

Field Descriptions
Additional Settings
• Convert Holds to Ready to Bill after invoicing post - When checked, all
transactions flagged as Hold will be changed to Ready-to-Bill after the invoice
has been posted.

Revenue Posting Accounts

The Revenue Posting Accounts tab controls the default Revenue Posting Accounts
used in Automated Invoicing. These accounts can be overridden in Automated
Invoicing > Posting tab and when using Invoice Posting Groups.

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