Adding cost when scheduling task
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Users who are billing admin can add cost for each task when scheduling |
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Under Cost choose Billable, Rate Type can be selected from 5 options
Resource rate: the The rate applied for individual resource
Resource group rate: the rate applied for a group of resources
Project rate: the rate applied for a single project
Project group rate: the rate applied for a group of projects
Custom rate: a custom rate defined only for the task
Cost reports
Users who have Billing admin role can access the Cost reports
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TimePlanner supports cost management, enabling financial managers to track billing and expenses by team, project, or client.
This cost report showcases both the actual and scheduled costs, helping in the determination of project profitability and ensuring resources are billed correctly.
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Cost reports for Individual resourceresources, Teams, TeamProjects, Project and Client
Select the date range to generate the report
Download the data as csv CSV ( more formats will come in the future)