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The Client's Cost Management feature in the TeamBoard TimePlanner app allows users to track and manage costs associated with clients. This functionality is designed to provide transparency and control over the financial aspects of client-related tasks and projects.
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Users given the Billing admin role can add the cost associated with each task at the time of scheduling. |
1. How to add the Client's cost?
To add costs for clients:
Open Planning detail → Add client's name → Click on Billable button → Seletec Rate Type → Click on Plan button.
✨ Learn more about How to set up Billing Rates here
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2. How to manage the Client's cost reports?
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