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NSC | How to create a dataset for Invoices related to Milestone Charges
In project billing, users may need to identify actual Milestone Charges with their respective Invoices.
Currently, this is not possible via Saved Searches, but it is possible via Analytics Dataset, here's how:
1.) Click Analytics
2.) Go to Dataset > then click New Dataset
3.) Select Charge
4.) For the Criteria:
Add the following filters:
Charge Type = Milestone (Column 1: select Charge, Column 2: select Charge Type)
Invoice = <No Value> then select None of (Column 1: select Charge, Column 2: select Invoice) - this will show Milestone charges with Invoices:
Criteria:
5.) Add columns
Invoice: (Column 1: select Charge, Column 2: select Charge Type)
Project Task (Milestone): (Column 1: select Charge, Column 2: select
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