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Feature Details

Module: Project management and accounting
First Available In 10.0.32
Find out more at http://aka.ms/projbillingrulesfilteringLifecycle State: Can Be Disabled:

Content Author Info

Created By Nathan Clouse
Created On 2023-03-28
Updated By Nathan Clouse
Update On 2023-04-15

This feature enforces the project filter set on the create invoice proposal form. Previously, if the project filter was set to a subproject or parent project then billing rules assigned to anything in the parent, sibling projects, or child projects would be returned. With this feature enabled, a project filter will restrict to the exact project entered for milestone and time and material billing rules. The project filter can be set to empty to look for all billing rules across all projects in the contract.