• The Billing Plan window is used to allocate the amount of fee that will be charged to the client each month during the lifetime of a project. Once the Fee Proposal is agreed and distributed, the Project Manager/Admin team should update this section based on the Billing Schedule for the project.
  • To add a fee projection, you must insert a line under the required work stage by pressing the  icon. Enter the values for each month by Workstage as required.
  • Click  to save the changes.

Bulk Entering Figures

  • Enter an amount into the ‘Bulk Enter Billing Amount’. Then simply click in the month
    selected and the amount will automatically populate with the figure as follows:
     
  • For projects with a fixed amount billed each month, enter the amount into the ‘Bulk Enter Billing Amount’. Then click and hold in the first billing month until a green dot appears. Once the green dot appears, click the final month of billing and each month will be populate with the fixed amount. As follows:

Bulk Moving Fees

  • Select the ‘From’ and ‘To’ date of the dates you wish to move. Then select the number of months you wish to move them along by. Once you click the ‘Bulk Move’ button, the totals for each month will all move along as required.

*Please Note: Recharge sums cannot be deleted or edited on the window. These must be updated in the Sub-Consultants Plan and the Expense Plan.