Assess Fees in a Project
  • 15 Jun 2024
  • 1 Minute to read
  • Contributors
  • Dark
    Light
  • PDF

Assess Fees in a Project

  • Dark
    Light
  • PDF

Article summary

  • In the Project, click Fees in the left navigation.
  • Click the Assess Fees button.
    Projects, Fees, Assess Fees Button.png


  • Select the submittal you are associating fees on:
    Projects, Fees, Select Submittal Modal.png


Select Fees

  • Select the fees you want to assess, then click Next
    Project Fees, Assess Fees Modal 1.png


  • Review the fees you assessed and click Back if you need to add/remove fees.
  • Click Save to finish assessing the fees.
    Project Fees, Assess Fees Modal 2.png


Fee Notes

Notes in the Grid

If you add a note to the fee, you can view it in the grid by clicking on the note icon:
Projects, Fees, Notes in Grid.png


Notes on Invoices or Receipts

When assessing fees, if you add a note and select Include notes in invoices and receipts, notes will be shown like this:
Project, Fees, Notes, Shown on Invoice.png