Creating Clients and Projects
80
4. The client(s) associated with the project and how costs will be shared. See Understanding Cost Al-
location and Bucket Method on page 77 for information on selecting multiple clients.
5. If using Web TimeSheet for billing, the default billing rate for the project.
Once the project is added, you can edit it to set the billing rates, project team, task structure, and allow ex-
penses.
Setting Billing Rates
The amount that an employee's time is billed out atis based on the number of hours the employee enters
on their timesheet and the rate associated with that time. Rates can be based on:
The project being worked on
The user
Their department
The type of work being done
The rates associated with a particular user are set when defining the project team. However, before that, in
the Billing Rates section, you should:
1. Adjust the project billing required, if required.
2. Choose whether any roles will be used in the project, using the Assign Roles button.
Specifying who will Work on the Project
Once the appropriate roles are selected for billing, you can complete the following in the Project Team sec-
tion:
1. Choose which users can enter time and expenses against the project, using the Edit button.
When adding users, you can choose:
All users
A department, so all users within that department are assigned to the project
Specific users
2. Set the billing rates to apply to hours entered by that project team member, by selecting the
icon
next to the team members name. For each team member, you can:
Assign new rate types, such as:
A department rate specific to that department
A user rate specific to that user
Role rates
If you select multiple rate types for a team member, they will choose the appropriate rate
when filling out their timesheets.
Edit the rates associated with each rate type
Defining the Task Structure
Once the project team is set up, you can define the task structure of the project. Projects can contain up to
ten hierarchal levels and all tasks in the project hierarchy inherit their billing rates, team members, and ex-
penses from the parent project.
To add tasks:
1. Select the Edit button in the Project Structure section.