Creating Clients and Projects
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This option is recommended if you organize projects in such a way that only the lowest level tasks
are available for users to enter time in their timesheets. When this option is not enabled, estimated
hours and cost can be manually entered at any level of the hierarchy, meaning that no automatic
calculations will occur.
2. Whether multiple clients can be assigned to one project, and how costs will be shared between
those clients (see Understanding Cost Allocation and Bucket Method on page 77)
If you wish, both methods can be enabled and you can choose which method to use on a project-
by-project basis.
Understanding Cost Allocation and Bucket Method
If multiple clients can be assigned one project, you must choose how costs will be shared between those
clients:
Cost allocation
Clients will each be billed a percentage of the total billing costs. For example, if Client A is assigned
50%, they will be charged for half of the time and expenses for the project.
Bucket method
The bucket method allows you to use the same project name with multiple clients. Users will select
the client to bill within the timesheet.
For example, if you have a number of projects that perform similar functions, such as Design, you
can use the project name Design with a multiple clients. Project costs in this case go into a bucket
instead of being allocated between the multiple clients. One of the benefits of this feature is that it
eliminates the requirement that similar projects be given unique names for different clients.
Defining Billing Rates based on the Work being Done
If you are using Web TimeSheet to bill clients, and the billing rate depends on the type of work being done,
you must create roles.
Once you have created the roles, they are assigned to projects and then, individually to project team mem-
bers. Those team members can select the role on their timesheet to indicate that the work done was under
that role. That time will be billed at the rate associated with that role.
Roles can be defined at:
Projects > Setup > Roles/Rates
For each role, you must specify:
1. The name of the role, which will be shown in projects and timesheets
2. The default billing rate to associate with the role
Understanding Roles
The following scenarios provide some examples of how you might implement roles.
Scenario 1
You are the project leader for a web design project. You and the client have agreed that all time for the
project will be charged at a rate based on the action/function fulfilled by team members. This project will re-
quire fulfillment of the following functions at the specified rates:
Project Management - $125.00/ hour
Web Site Design - $70.00/hour