To access financial information, you must have the 'Access billing information' global permission in your role.
To change a project’s type of billing in Project details section in Activity Center, follow these steps:
- From Projects & Tasks select Activity Center from a drop-down menu.
- On the list of available projects, click on the name (hyperlink) of the one you wish to modify.
- In the Project details section, click
to access the financial options. - Select the desired project billing type under BILLING subheading.
- The change will take effect immediately.
When using the "Flat Fee" billing type—the billing portion of a metric/formula is added only after the project/activity is closed, unlike other billing types where the billing portion is updated as actual hours are added.