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Copy template project with Billing section

Guillaume_Dube1
Participant
0 Kudos
548

Hi all,

I don't know if it's me but it seamed that I can't copy a template project INCLUDING the billing section. I can only copy Ressources and work items, but not the billing section. I would assume that this information would be available as for customers, billing plan date are usually the same for all project (ex. invoicing on last day of the month). Also, few maintenance contrats are structure the same (as well on cost side than on billing side). 

Thank you,

Guillaume

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ana_goncalves
Product and Topic Expert
Product and Topic Expert
0 Kudos

Hi guidubmim,

Currently, it is not possible to copy the billing section. Projects can only be created in stage in planning, while billing is only enabled in contract preparation.

Kind regards,

Ana