项目计费满足复杂需求的最佳实践

Project Billing: Best Practices for Navigating Complex RequirementsJoel Hoffman & Heidi Dempsey2Agenda§Introductions§Project Billing Overview & Demonstration§Project Billing Scenarios & Demonstration§Q&A3Presented byJoel HoffmanDirector, Product Management – ConstructionHeidi DempseySubject Matter Expert – Projects, ConstructionProject Billing Overview5Project BillingExternal, billable projects with customersFixed-price / ProgressCost-plus (time-and-material) projects Internal, non-billable projects without a customer 6Project ProjectTasksRevenue BudgetCost BudgetBilling ScheduleBilling RulesEmployeesEquipmentAttributes7Project Billing Options•Revenue Tasks & Budget•Amount vs. Quantity billing•Taxes•Retainage Options•Standard vs. Stepped/Capped•Billing Rules•T&M, Progress•Accounts Receivable vs. ProForma Invoices (AIA)•Substantiated Billing Requirements•Pay-when-Paid OptionsLet’s See it in ActionProject Billing Scenarios10Project Billing Scenarios•When is it time to Bill a Project?•Pro