Use this screen to assign user IDs to a billing group.

You can then assign the billing group to one or more projects. You can calculate, print, and post bills by user group, which expedites processing. Billing groups can also provide added security. A user cannot process bills that belong to a billing group to which he is not linked. Costpoint calculates or posts project billings only for the projects that are assigned the specified billing user group.

For example, suppose that user ID "DOEJ" is assigned in this screen only to billing user group "COMM." When "DOEJ" calculates bills, only those projects that have been assigned a billing user group of "COMM" have bills calculated for them, no matter what range of projects "DOEJ" selects when he runs the Calculate Standard Bills screen. You may want to establish billing groups to identify a unique set of billable projects within Costpoint that do not have contiguous project numbers but belong to the same general category.  For example, you can set up an "ARMY" billing group and assign that billing group code to all ARMY projects. You can then calculate, print, and post bills by billing user group.

Note that this screen is available only if you selected the Assign Bills To User Groups check box on the Configure Billing Settings screen.

Set up this screen before setting up the project information screen or before calculating billings. You can update the information in this screen at any time. We recommend that at least one person belong to all billing groups, so that if there is a posting problem, someone has access to all bills.