how to retrieve/copy the rates entered on a bill plan (Contract) into the Project Budget?
Summary:
is it possible to retrieve/copy the rates entered on a bill plan (Contract) automatically in to the Project Budget?
Content (required):
the Business process is related to a Time and Material Project where specific rates are need for billing and revenues. for this reason e defined a project contract associated to a bill plan with method "Bill Rate Invoice". In the Project Task Rate Overrides we defined a rate based on job. the revenue method is "as incurred". The Project Contract is also assigned to a specific Project and Task. after the Contract has been activated we created a budget for the project using the "Generate from another source" action the Revenue Generation Method is set to "Contract revenue classification method"
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