One of the most valuable features of TimeSite Pro is the ability to apply a cost rate to the time worked on a project, and to apply a bill rate to the time is to be billed to your client. These features are enabled and configured in the Settings > System Settings > Rates screen.
Time Worked and Cost Rates
Once Cost Rates are enabled you can apply a cost rate to the actual hours worked on a task and project. When common or shareable cost rate isn't enabled, then cost rates are specified directly in the User record.
User Cost Rates
If Enable common or shareable cost rate is not enabled, then cost rates are set in the User record via the Admin > User > [select user record] > Cost Rates and either automatically or manually specified in the link between User and Project/Task.
If Enable common or shareable cost rate is enabled, then you can set cost rates via Admin > Time Cost Rate. These cost rates can then be referenced in User, Project and Task records. See How to use cost rates and Time Cost Rate for more information.
Time Bill and Bill Rates
Once Bill Rates are enabled you can apply a bill rate to the billable hours worked on a task and project. You can create your bill rates in Admin > Time Bill Rates to reflect your rate card and then specify the bill rate in User, Project and Task records.
You can also set Enable fixed price project to allow you to specify a fixed price for a project and to set invoices off against this fixed price value. See How to use fixed price projects for more information on this feature.
If you set Enable billable time edit, you will be able to specify that a user is able to edit Billable Time in the timesheet add/edit record provided that they have been permitted this ability in the security settings in the user record. You can set this feature for a user via Admin > User > [select a user record] > Security > Rights > Billable Time - Edit.
You can specify a default billable time utilization target here. This value can be overridden for an individual user in Admin > User > [select user record] > Settings > Target weekly utilization (%).
Linking Users, Projects and/or Tasks
TimeSite Pro uses links between users and the projects and tasks that they are working for a number of purposes. If a user is not linked to a project, then that project is not available to be selected by the user in their timesheet record. If Automatic linking is enabled, then a new user is linked to all existing projects when the user record is created. Similarly, when a new project is created, then all users are linked to this project.
This automatic linking can be constrained if Enable department allocation for users and projects is set in Settings > System Settings > Features.
Both the user and the project need to have the same Department specified for an automatic link to be created. See How do I use Department to limit links between Users and Projects? for more information on this feature.
If Manual linking is enabled, then a link between users and projects can be specified via both the User and Project records. See Why and how do I link users to projects & projects to users? for more information on this feature.
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