Split planning lines

Completed

You can split the lines of the Both Budget and Billable type into two separate planning lines: Budget and Billable. This feature might be useful when, in the course of the job, the usage to be invoiced to the customer isn't equal to the planned usage.

To split the planning lines, follow these steps:

  1. Select the Search for page icon in the upper-right corner of the page, enter jobs, and then select the related link.

  2. Select the job task line that has at least one planning line with the type set to Both Budget and Billable that you want to split.

  3. Select Actions > Functions > Split Planning Lines.

Screenshot of the split job planning lines example.

You can modify the split planning lines now, if necessary.