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Overview

Billing Categories are used to group similar tasks together and make it easy to include a group of tasks in a new project. At least one billing category must be created. The Billing Category screen displays multiple billing categories. The tasks associated with a billing category are displayed underneath the billing category. To view the tasks of a billing category, click on the billing category. You can also use the up and down arrow keys to move between billing categories.

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Detail

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  • Category - A short code representing the billing category.

  • Description - The description of the billing category.

  • Task/Sub Task - The task/sub task to associate with the billing category. Use F9 for a list of available tasks/sub tasks.

  • Billing Rate - The billing rate will default from the task/sub task. It can be changed here if needed. When a billing category is applied to a project the billing rate specified for that category is also applied to the project. The billing rate for the task can also be modified for each specific project. Use F9 for a list of valid billing rates.

  • Burden - The burden will default from the task/sub task. It can be changed here if needed. When a billing category is applied to a project the burden specified for that category is also applied to the project. The burden for the task can also be modified for each specific project.

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