Set up resources, clients, and rates
Add system-level rates
Administrators create a default project rate and role-based rates that will serve as initial rate values when project managers add projects. They also assign each project resource a default billing rate in their user profiles.
Set up clients
Client managers can assign default billing rates and expense codes to each client they manage that apply when they add a project for the client.
Add billable projects
For Time & Materials projects, the project manager can add rates using the system-level defaults, customize those rates for their project, and then select which rates each team member can use. They can also designate each project or task as billable, non-billable, or both.
For Fixed Bid projects, the manager enters a fixed amount to be billed each week or month, or at the end of the project.
Define allowed expenses
Project managers can also define which expense codes can be used for each project.
Enter time and expenses against projects
Enter billable time
If multiple rates are assigned to a resource, or if the project or task is marked as both billable and non-billable, the resource can select in their timesheet whether the work they performed should be billed, and at what rate.
Enter billable expenses
When entering expenses, resources can choose a project or task to enter the expense against, and select whether or not the expense should be billed to the client.
Check that items are billed appropriately
Supervisors, project managers, billing managers, and client representatives can view and approve project hours and expenses, to help confirm that these are being billed appropriately.
Ensure billable amounts are ready for invoicing
To ensure all amounts are accounted for and ready for billing, supervisors and billing managers can track the approval status of timesheets and expense sheets in the interface and using reports.
If they find an item has been delayed in the approval process, they can override regular approvals to ensure clients are invoiced promptly.
If a correction needs to be made to an invoice, they can roll the status back, and override the approval system to make corrections to items directly, when necessary. They may also be able to reopen invoiced timesheets, correct errors, and then update the invoice.
Track productivity & profitability