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- Project Billing System
- Data model
The tables behind Project Billing System
Project Billing System ships with 26 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 26
- Features
- 7, plus shared settings
- Change it
- Add fields and tables in Proto
Every table, by feature
- Contracts and rates6
- Billable work5
- WIP and adjustments5
- Invoice preparation7
- Approval and delivery5
- Receivables5
- Revenue recognition5
- Shared and settings3
- Billing contracts
Per-project billing terms that drive invoicing and revenue recognition.
Linked to Projects, Customers, Resources - Billing schedules
Fixed-fee and milestone billing schedule lines for a contract.
Linked to Billing contracts, Project milestones, Invoice lines - Rate cards
Shared rate-card master: one row per billable role and level with a USD bill rate.
- Rate card overrides
Per-resource or per-role negotiated bill-rate overrides on a contract.
Linked to Billing contracts, Resources, Rate cards - Projects
Engagement master referenced by contracts, time, WIP and invoices (support mirror of PM Projects).
Linked to Customers, Resources - Customers
Billing customers and their segment, terms and billing contact (support mirror of CRM/Finance).
- Billable time entries
Billing-side mirror of approved timesheet entries with the bill rate snapshotted at approval.
Linked to Projects, Resources, Invoice lines - Billable expenses
Billing-side mirror of approved billable expense lines with markup applied.
Linked to Projects, Resources, Invoice lines - Invoice line source time entries
Junction pinning an invoice line to the billable time entries it rolled up.
Linked to Invoice lines, Billable time entries - Invoice line source expenses
Junction pinning an invoice line to the billable expenses it rolled up.
Linked to Invoice lines, Billable expenses - Resources
Billable practitioners and finance staff with their role band (support mirror of PM Resource).
Linked to Users
- WIP balances
Per-project per-period work-in-progress balance with aging buckets.
Linked to Projects, Rev rec periods - WIP adjustments
Signed write-ups and write-downs against a project's WIP balance.
Linked to Projects, Rev rec periods, Resources - Billing holds
Project-level holds that prevent invoice generation until released.
Linked to Projects, Resources - Rev rec periods
Revenue-recognition period master for monthly and quarterly close.
- Projects
Engagement master referenced by contracts, time, WIP and invoices (support mirror of PM Projects).
Linked to Customers, Resources
- Invoices
Project billing invoice header with its submission, approval, send and payment lifecycle.
Linked to Projects, Billing contracts, Customers, Resources - Invoice lines
Per-line detail on an invoice sourced from time, expenses, schedule or milestone.
Linked to Invoices, Project milestones, Billing schedules - Billing schedules
Fixed-fee and milestone billing schedule lines for a contract.
Linked to Billing contracts, Project milestones, Invoice lines - Billable time entries
Billing-side mirror of approved timesheet entries with the bill rate snapshotted at approval.
Linked to Projects, Resources, Invoice lines - Billable expenses
Billing-side mirror of approved billable expense lines with markup applied.
Linked to Projects, Resources, Invoice lines - Invoice line source time entries
Junction pinning an invoice line to the billable time entries it rolled up.
Linked to Invoice lines, Billable time entries - Invoice line source expenses
Junction pinning an invoice line to the billable expenses it rolled up.
Linked to Invoice lines, Billable expenses
- Invoices
Project billing invoice header with its submission, approval, send and payment lifecycle.
Linked to Projects, Billing contracts, Customers, Resources - Invoice approval rules
Declarative routing rules defining who approves an invoice and in what order.
Linked to Projects - Invoice approval steps
Per-invoice approval audit trail resolved from the approval rules.
Linked to Invoices, Resources - Invoice lines
Per-line detail on an invoice sourced from time, expenses, schedule or milestone.
Linked to Invoices, Project milestones, Billing schedules - Journal entries
General-ledger journal entries posted by billing and revenue recognition (support mirror of Finance Accounting).
- Invoices
Project billing invoice header with its submission, approval, send and payment lifecycle.
Linked to Projects, Billing contracts, Customers, Resources - Dunning events
One row per dunning reminder sent on a past-due invoice.
Linked to Invoices - Write offs
Uncollectible invoiced amounts written off against the receivable.
Linked to Invoices, Projects, Resources - Customers
Billing customers and their segment, terms and billing contact (support mirror of CRM/Finance).
- Journal entries
General-ledger journal entries posted by billing and revenue recognition (support mirror of Finance Accounting).
- Rev rec entries
Per-project per-period recognized revenue under ASC 606.
Linked to Projects, Billing contracts, Rev rec periods, Resources - Rev rec periods
Revenue-recognition period master for monthly and quarterly close.
- Billing contracts
Per-project billing terms that drive invoicing and revenue recognition.
Linked to Projects, Customers, Resources - WIP balances
Per-project per-period work-in-progress balance with aging buckets.
Linked to Projects, Rev rec periods - Journal entries
General-ledger journal entries posted by billing and revenue recognition (support mirror of Finance Accounting).
Keys and references
Projects links a Customer and project manager. Billing contracts connects that project and customer to terms. Invoices connects the project, contract and customer; invoice lines and source junctions retain charge provenance. Rev rec entries connects project, contract and period.
Migration order
- Load Customers, Resources, Projects and shared rate cards.
- Add billing contracts, schedules and overrides.
- Bring in approved billable time and expense references.
- Review open WIP, invoices and recognition periods.
Set up Project Billing System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.