Billing

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This is where the billing information of a Task are entered.  To add assignments, select a task item in the task hierarchy and select the Edit | Billing menu item.

 

Billing Rate List

List of billing rates for this task item.

 

< Add User Specific Billing Rate >

Select to add a billing rates for a specific user.

 

< Default Billing Rates >

Select to edit the default billing rates for this item.  If a user does not have specific rates, they will use the default rates.

 

User

The user this billing information applies to.

 

Use Parent Billing Information

Check to use the parent task's billing information.

 

Billable Task

Check if this task is Billable

 

Rate

Enter the regular rate for the task.

 

Overtime Multiplier

Enter the amount to multiply the regular rate by to get the Overtime rate.

 

Use Activity Rates

Check to use specific rate based on the activity.

 

Activity Rates

List of activities and their associated rates.  Each activity can use the rate assigned above (default) rate, or use their rate information.

 

Default

Use the same rate as above.

 

Billable

Check if this Activity is billable

 

Rate

Enter the rate for this activity.

 

Save

Press to save the changes to the Assignment.

 

Cancel

Press to cancel the changes made to an Assignment.

 

Delete

Press to delete the selected Assignment.