Hi Skye, thank you for the suggestion. This process sounds like it would work for what we need - I'll give it a go to put this together and see how it goes! Thanks, Lana

Hello,  We bill our clients monthly by using Fusion to sum the planned revenue of all tasks completed in the previous month (with some other criteria). The scenario then adds '666' story points to those tasks which essentially says they have been 'billed' so they don't then bill again the next month...