Implementation plan – Project financials – 04 – Client contract administration – Prime invoices
Configure client contract administration settings and create prime invoices to support accurate billing based on contract type and project financial activity.
Important things to know
- The client or prime invoice process changes dynamically based on contract type, including fixed lump sum, cost plus, or unit price, making contract type a critical field on the prime contract form
Billing methods: More info - Project Financial Analytics > Transaction categorizations: More info
04.1 – Client contract administration settings and prime invoices
| Step | Task description | Help topic | Training videos | Application form |
|---|---|---|---|---|
| 1 | Review feature settings. Select Contract Admin > Prime Invoice. | View | Not available | Listing |
| 2 |
Go to Projects and select the appropriate project from the list. |
Not available |
Not available | Form |
| 3 | On the Project Home page, select Prime Invoices in the Client Contract Admin section. |
Not available |
Not available |
Not available |
| 4 | Optional: Add fixed lump sum prime invoices. | View | Not available | Form |
| Optional: Add cost plus prime invoices. | View | Not available | ||
| Optional: Add unit price prime invoices. | View | Not available |