Add an Invoice in Portfolio Financials

Objective

To add an invoice to the Contract Room in Portfolio Financials.

Background

The Contract Room is a shared portal where vendors can submit change orders and invoices directly to the project team for approval throughout the duration of the project. The Invoices tab of the Contract Room is where invoices can be added and reviewed.

Things to Consider

• Required User Permissions:
  • 'Vendor' access to the project or higher.
    Note: Users with 'Vendor' or 'Limited' permissions can only add invoices to a contract they have access to. If you are a vendor submitting an invoice, see Submit an Invoice for a Portfolio Financials Project.
• Additional Information:
  • Invoices and change orders are typically added by a contact on the vendor team, but can also be added by a member of your project team. The interface for vendors is nearly identical, except vendors cannot see your budget.

Steps

1. Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker. 
   Note: Cost items with a Contract Room are marked with a ribbon  icon.
2. Click the Invoices tab.
3. Click Add Invoice.
4. Fill out the following fields:
   Note: Fields with an asterisk (*) are required. 
   • Number*
   • Title
   • Pay Period*
5. Enter the invoice details by invoicing against each line item by percentage of the total dollar value of the line item or by gross dollar amount for this pay period.
6. Click Add Document to upload any relevant documentation.
7. Click Submit.

See Also

• Edit an Invoice in Portfolio Financials
• View the Contract Room in Portfolio Financials