Project Billing
The Project Billing data model provides visibility into billable project transactions from Sage Intacct Construction / CRE. It supports analysis of billing amounts, quantities, pricing, retainage, contract billing rates, project and customer context, and billing status by document, project, item, employee, vendor, department, location, task, and cost type.
Benefits of This Data Model
- Review project billing: Analyze billable and billed project transactions by document, project, customer, and other operational dimensions.
- Validate pricing: Compare original, revised, billed, and contract-based prices to understand how billing amounts were calculated.
- Monitor retainage and remaining billing: Track retained amounts and remaining billable value for project transactions.
Key Performance Indicators (KPIs)
- Quantity: Original billing quantity.
- Revised Quantity: Revised billing quantity.
- Billed Price: Price billed for the transaction.
- Bill Amount: Billing amount for the transaction.
- Billed Price with Contract: Billed price calculated using contract pricing.
- Bill Amount with Contract: Billing amount calculated using contract pricing.
- Original Price: Original transaction price.
- Original Extended Price: Original extended transaction price.
- Revised Price: Revised transaction price.
- Revised Extended Price: Revised extended transaction price.
- Remaining Price: Price remaining to be billed.
- Price Converted: Converted price amount.
- Retainage Percentage: Retainage percentage applied to billing.
- Retained Amount: Amount retained from billing.
- Project Markup %: Project-level markup percentage.
- Contract Rate Markup %: Markup percentage applied through the contract rate.
Available Visualizations
| View Name | Description |
|---|---|
| Project Billings Report | Provides detailed project billing activity, amounts, quantities, pricing, and retainage. |
| PreBill Report | Supports review of project transactions and billing values before final billing. |