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Non-Billable projects


If a project doesn't have a budget nor income, simply pick the Non-billable project budgeting type. An ideal example would be an internal project.

The Profitability info, which can be found within the Project info, lets you keep track of your Costs.

  • First of all, set the internal hourly rate (more on this topic) by going over to the People section, where you can see everyone's hourly rates,
  • Clicking ''Not set'' pops up the Change Rates and Capacity Dialog. In this case, Mike Johnson's internal rate is set to 10 USD/h,
  • Let's create a Project with the following elements:
- Choose the Non-billable budgeting type, so all of your time and expense entries are automatically treated as non-billable,
- Once you choose this budgeting type, the option to change the status of records to billable is not available (for more details on this topic)
  • Now we can move on to tracking time records, and in our case, 1 hour of "Design" has been added,
  • We have also added a fixed Expense amount of $100. 

Finally, let's focus on the Project info to check the current status. This is where the following will be displayed:

Cost: 110 USD (1h x 10 USD/h + 100 USD non-billable expense)

NOTE: This data can be seen by Owner and Member+ (with the option to work with invoices and estimates) users only.

The Profitability info consists of the following elements (in detail):

Cost: Your project's internal costs. (For example, your employee's wage)
Cost = [(All Tracked Hours (both billable and non-billable) * Employee's Internal Hourly Rate) + Non-Billable Expenses]

*All tracked time and expenses are non-billable when you choose this budgeting type.

NOTE: If the internal hourly rate is not set for one of the users and a time record has been submitted, the system will alert you in the Project info > Profitability info.

Note: Profitability info and internal hourly rates are part of the Get Paid Bundle.

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