Add Time from the Project Page
- Navigate to “Projects”
- Select the project you want to log time against from the project list
- Click “Add Time”
- Enter the number of hours worked
The date will automatically prepopulate with the current date.
To log time through your timesheet instead, see Time Logging.
Update Project Rates
- Navigate to “Projects”
- Select the project you want to update from the project list
- Click “Project Rates”
Default vehicle and printing rates are managed in Company-Wide Settings
Default personnel rates are managed through Lists
If changes are made to the rate sheet list they will not be reflected until the project rates are refreshed. The refresh button can be found beside the “Rate Sheet List” field.
- Update the hourly rate
- Click “Save Changes”
Fee proposals created after rate updates will use the updated rates.
View Project Billing
- Navigate to “Projects”
- Select the project you want to review from the project list
- Click “Project Billing”
- A new window opens in “Invoicing” > “Project Billing”, filtered by the selected project number
To learn how to create and send invoices, see Invoicing