Setting Up Billing Type for Projects
Setting a billing type for a project in Wrike helps you track billable and non-billable work. Choose the billing type during project creation, and it will apply to all associated tasks by default, with the option to adjust it later as needed.
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Availability: Pinnacle, Apex.; Unavailability: Free, Team, Business; |
All users, except for collaborators, contributors and viewers, can set the billing type of projects unless it’s restricted by their access role.
Note
On Legacy Enterprise, Pinnacle and Apex accounts, the types of users who can use this functionality may vary due to user type settings.
Billing type is a way for you to mark projects that you and your team work on as billable or non-billable. You can set a billing type for a project while creating it. Once you do that, all tasks and subtasks created within the project automatically get the same billing type by default, but you can manually change it later.
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In the project creation window, locate the drop-down menu under Billing type 1.
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The default billing type for all new projects is Non-billable. Click the drop-down to change it to Billable.
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Click Create 2.