Build your project billing milestone tracker.

How to build your project billing milestone tracker

1. 1

   Describe the job

   Connect project billing milestones to client acceptance and invoice references.

2. 2

   Review the first version

   Choose how the project coordinator records the project and how the client acceptance owner reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your project billing milestone tracker

• Keep the project in context

  Keep project, milestone, acceptance evidence, billable amount, invoice reference and hold together so the next person can understand the request or record.

• When the next step needs a decision

  A project task is complete but its customer acceptance milestone is still outstanding. Keep billing eligibility on hold until the agreed evidence is confirmed.

• Keep hold visible

  Keep billing on hold while the required acceptance is outstanding.

• Choose what each person needs

  Give the project coordinator a working view and the client acceptance owner a review view. Keep project and milestone attached to the decision as the work moves between them.