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Project Billing and Timelogs in Microsoft CRM Highlights Computers Articles | March 30 Mitch Wishnowsky Authentic Jersey , 2010
One of the ways to track project time and billing against it budget is in Contracts, associated with Account. ?Microsoft CRM has pretty simple Contract management business logic, and this logic could work as is or could be advanced with Microsoft CRM ISV add-ons.

In this small publication we would like to recommend procedures for project management: time cards entry, approving time for invoicing and project billing as final step:
1. Customer Contract. ?Contract is initial object for project management and you can associate as many contract as required with one customer (or account as it is referred in MS CRM). ?In order to log time against Contact - you should create Contract Template with allotment type Time (Go to -> Settings -> Templates and create new Contract Template)
2. Budgeting for the Contract. ?The way in MS CRM to assign the budget for the Contract is to create one or several Contract Lines Jalen Hurd Authentic Jersey , where you can set the budget for the line in minutes. ?If you would like to pick billable hourly rate directly from the Contract line, you can set Total Price (here you would need to set budget in Minutes an specify Total Price in Dollars, obviously by calculation appropriate Hourly rate, as technician or consultant rate is typically specified per hour)
3. Case. ?Consider Case as being close in its meaning to Sales Order or Work Order. ?In CRM you the mechanism to close the case Deebo Samuel Authentic Jersey , where you may specify number of billable minutes, versus summary minutes from all the activities with time duration. ?We recommend you to open the case for time logging on the level of the Contract Line (as if you do so - you will consume Contract Line budget within native MS CRM business logic)
4. Opening Contract f