External Billing › Demand Billing › View a Summary of Proposed Demand Billings

View a Summary of Proposed Demand Billings

The Project Recap page lets you view a recap of all projects included in the proposed billing. Each line item in the recap shows the aggregate transaction total for each transaction type, including projects in the billing hierarchy.

To view a recap of each transaction type for the project

  1. Open the projects whose demand billing transactions you want to view, bill or adjust.

    The Demand Billing Summary page appears.

  2. Click the Category link to view itemized transactions for the selected transaction type.

    The Demand Billing Details page appears.

  3. Click the Project Recap link.

    The Project Recap page appears.

  4. View the following:
    Category

    Displays the transaction type processed for the project.

    Project To Date

    Displays the total transaction amount to date for the project.

    Month To Date

    Displays the total transaction amount for the month for the project.

    Percentage Complete

    Displays the current project percentage complete is calculated using Project to Date/Budget x 100.

    Variance

    Displays the variance value for the project is calculated using Budget - Project to Date.

    Unbilled

    Displays the amount not yet billed for a project.

  5. Click Close.

More information:

View Projects Available for Demand Billing