Client’s Cost Management

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.

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

2. How to manage the Client's cost reports?

Billing admins also have the privilege to access Cost reports. These reports can be generated over any given date range, providing a flexible view of your financials.

To generate a report, simply:

→ Navigate to the Cost tab (1) → Access to Clients (2) → Select the desired date range (3) for which you want to generate the report → Lastly, you can download these reports as CSV files (4)