How Do I Cap Fee on Phases?

A cap is the maximum amount that a client can be billed on a project phase. Any additional time entries logged against this phase or job code will be billed at an extended value.

• A project budget must be set up before specifying a phase cap.

Do the following to set a cap on an hourly phase:

1. Open a project record.

2. In the Projects -Billing screen, select Budgets from the drop-down list on the button panel.

3. Select the Cap check box for an hourly phase.

4. In the same row, enter the maximum amount in the Hr Fees column the client can be billed for the phase.

5. Select Save Phases from the Action drop-down list.