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Overview
The PM Bill Review (project manager bill review) applet is used by project managers to communicate billing and charging instructions to the project accountant.
Key Concepts
| • | Only project managers have access to this applet. When the screen is first launched, all active projects assigned to the logged-in project manager will load with their respective un-billed transactions through an As of Date. |
Additional Toolbar Options
Aside from the standard toolbar options this applet has the following options:
| • | View - Additional View options |
| o | Columns - Additional columns that can be displayed on the Transactions Tab. PM |
| ▪ | Job Name - Job Title Name. |
| o | Bill Review Report - When selected, the system Bill Review Report is rendered. This report is managed at Global Settings>A/R Tab. |
| o | Pre-Bill Report - When selected, the system Pre-Bill Review Report is rendered. |
| • | View Invoice - Renders the invoice to be reviewed. |
| • | Bill Review Report - When selected, the system Bill Review Report is rendered. This report is managed at Global Settings>A/R Tab. |
| • | Pre-Bill Report - When selected, the system Pre-Bill Review Report is rendered. |
| • | Set Bill Status - Changes the Bill Status of the Transactions. To use, you must first select the transactions that you would like to change the status of. Then click the button and select the status. |
| • | Move Project Tx - Moves Transactions from the current project to a new destination project.. To use, you must first select the transactions that you would like to move. Then click the button and select the destination. More on Move Project Transactions |
Overview
Note: The As of Date defaults to the End Date of the current invoicing period but can be changed in Global Settings.
An instructional video is available in the Blog section of the Clearview web site at www.clearviewsoftware.net
The purpose of PM Bill Review is for project managers to (1) review each of their projects and (2) make comments and instructions for the project accountant. Once all transactions have been reviewed and appropriate entries made, the project manager should mark the project as Reviewed. When a project is marked Reviewed, the project manager can no longer make changes, unless the project accountant (in the PA Bill Review applet) unflags the project as Manager Reviewed. When the project is marked Reviewed, it will automatically flag all associated transactions as reviewed. Therefore, when time and expense transfers from other projects are assigned to a reviewed project, they will appear as Unreviewed. This eliminates transactions from bypassing a review process.
Comments can be made both at the project level and the transaction level.
Note: Filters are available in the top panel of the applet to limit the displayed projects by manager and/or accountant.
| • | A user can filter transactions by an As of Date |
| • | A user can limit the display of projects to those that have been reviewed by a manager. |
| • | Limit To PM Leader - When checked (and the Project Leader drop-down is filled out), only projects, where the stated Project Leader is a project manager, will be returned. |
| • | A Has WIP check box will filter out projects with no WIP value. |
| • | A Has Fixed Fee check box will filter out projects with no Fixed Fee value. |
| • | A Quick Filter has been added. This will filter projects whose path begins with the entered characters. |
A project can be marked as Do Not Bill.
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