Billable rates and project budget

Combining billable rates with planned / actual time allows you to monitor and compare projects in labor cost terms.  Note: billable rates feature is only available to Plus or higher plans.

Budget Permissions
Billable Rates
Adjust Project-Level Budget
Compare Planned vs. Actual vs. Difference
Export for Invoicing or Payroll

Budget Permissions

Only Account Owners and Admins with extended budget permissions can view or edit budget related information, and only Account Owners can extend budget permissions to Admins. To extend budget permissions:

  • Go to Resources Tab and select any grid view
  • Add Privilege and Budget Privilege columns
  • Confirm user privilege is Admin because you must be an admin before becoming eligible for budget privileges, then change to Yes on Budget Privilege column


Return to top

Billable Rates

Go to the Resources Tab > Project Roles to enter the standard rate for each project role. Standard rates provide the baseline or "non-adjusted" project budget.


Return to top

Adjust Project-Level Budget

The non-adjusted budget figure is based on standard rates.  There are two ways to adjust the project budget:

  1. Use a fixed cost as your target amount, or apply a fixed percent -- discount or premium rate -- to achieve a target blended rate
  2. Adjust the standard rate or apply a fixed percent (discount or premium rate) to individual resources (bottom screenshot)



Return to top

Compare Planned vs. Actual vs. Difference

Compare planned vs. actual vs. difference on the Projects Tab .


Return to top

Export for Invoicing or Payroll

The Time Tab displays the Std Rate, Adj Rate and Cost columns, which are included when exporting to Excel.


Return to top

Feedback and Knowledge Base