Release 3.7 Overview Vendor Invoicing Daily Billing Allocated Revenue Configuration Changes Conference bridge: (319) 256-0510, access code 639-396-237 28 September, 2006

Vendor Invoicing Scenario Resource needs to be reimbursed (e.g., out-of-pocket expenses for meals) Company paid for costs directly (e.g., airline tickets paid for by corporate AmEx) No explicit costs were incurred (e.g., charge of 10¢ per photocopy to offset Xerox service plan) Version 3.6 Version 3.7 Expense Reports Expense Reports Cost Entry Vendor Invoices Cost Entry Cost Entry Only certain costs need to be entered into Projector: If costs should impact project profitability If costs need to be billed out to clients New vendor invoicing module permits: Entry of vendors under Administration > Job Accounting Entry vendor invoices under Time and Expense > Vendor Invoices Vendor invoices create accounting transactions similar to expense reports: Accounts payable transactions to get vendors paid General ledger transactions to route revenue, expenses, and WIP properly

Daily Billing Allows organizations to bill customers on a per-hour or per-day basis Wherever hourly rates were managed, daily rates and hours per day can also be managed: Rate cards Titles Role-based rate overrides Invoices are configured to bill either per hour or per day and inherit this setting from: Clients Engagements Invoices configured to bill per day act like hourly invoices except: A new Adjust for Daily Billing adjustment is available Rendered invoices show days and daily rates instead of hours and hourly rates

Daily Billing Adjustment Can be executed on one or multiple time cards at once When executed on multiple time cards, Projector: Groups time cards by unique date and resource (and ignores task, role, and project) Adjusts billed days to reflect a whole day or fraction of a day based on what the user specifies Writes up or down the billing adjusted revenue of the cards based on billed days and daily rates

Allocated Revenue Used to represent revenue managed in and billed from other systems such as product, subscription, maintenance revenue Can be imported into Projector to allow for profitability analysis For analytical reporting purposes only: Affects system revenue, which is used for profitability calculations Can be allocated to non-billable projects Does not create any accounting transactions Revenue is fed in through web service and allocated over existing time cards

Configuration Changes Vendors: vendors need to be created Rates: daily rates calculated from hourly rates based on 8 hours/day Clients, engagements: daily billing clients/engagements need to be identified Permissions Vendor invoicing permission

Contact Information Projector PSA, Inc. 19 Crosby Drive, Suite 150 Bedford, MA  01730 http://www.projectorpsa.com Steve Chong, Product Manager Steve@ProjectorPSA.com (617) 431-4114 Larry Krakauer, President Larry@ProjectorPSA.com (617) 431-4112 Release notes: http://www.projectorpsa.com/release_notes.htm