Projects
Choose who can use a project, and set bill rates
Open a project to everyone or a few people, and set what the client pays an hour.
Who can put time on it
- Open the project and choose People and rates.
- Under Who can put time on it, choose Everyone or Only people I choose.
- Find a person and tick everyone who should use it.
- Choose Save people.
Bill rates
- Under Bill rates, enter the Project rate an hour: what the client pays for an hour of anyone's time.
- To charge more or less for one person, use Give someone else their own rate: choose a person and enter their Rate.
- Choose Save rates.
A rate you give one person here is used for their time on this project instead of the project rate. Profit by project uses these rates for billable value.
Limit a project to some locations
- Open the project and choose Settings.
- Under Locations, tick the locations the project runs at. A location includes the areas inside it.
- Choose Save. Leave every box empty to keep the project open everywhere.
Tip. Bill rates are what clients pay. What you pay the person is their pay rate, which only people who can see pay are shown.
Where to find it
Projectsa projectPeople and rates
Who has it: People who can manage projects. If it is not in your menu, your role does not include it.
Open Projects Opens the app. You may be asked to sign in first.
If something goes wrong
- It says tick at least one person.
- With Only people I choose, at least one person has to be ticked. Otherwise choose Everyone.
- Billable value shows nothing.
- The project has no rate, or it is Non-billable. Enter a Project rate an hour and check the Type under Settings.
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