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Setting Up Billing Type for Projects

Overview

All users, except for collaborators, can set the billing type of projects unless it’s restricted by their access role.

Note

On Enterprise Pinnacle accounts, the types of users who are allowed to use this functionality may differ due to user types 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.

Set billing type for projects

Billable_Time-Setting_Up_Billing_Type_for_Projects.png
  1. In the project creation window, locate the drop-down menu under Billing type. 1

  2. The default billing type for all new projects is Non-billable. Click the drop-down to change it to Billable.

  3. Click Create. 2

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