Changing Billing Type of Projects and Tasks
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Availability: Pinnacle. ; Unavailability: Free, Team, Business, Enterprise; |
All users, except for collaborators, contributors and viewers, can change the billing type of projects and all tasks within them unless it’s restricted by users' access role.
Use billing type to categorize, report, and track key financial metrics for billable and non-billable work. All projects that you create are automatically set as non-billable unless you set them as billable during the project creation. All tasks automatically inherit their billing type from the projects that they're housed in. You can manually change the billing type of projects and tasks separately from each other, or you can convert the project's billing type along with everything within it, if necessary.
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Open the project's item view.
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Click the three-dot menu in the upper-right corner 1.
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Hover over Financial settings 2.
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Select Change to billable/non-billable 3.
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Select whether you want to change just the project or everything in it, too 4.
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Click Change 5.
Note
The billing type of the project is changed immediately. If you also choose to change the billing type of everything inside the project, this process starts immediately, but it might take some time if there's a large number of subprojects and tasks.
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Open the task in Item view.
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Click the three-dot menu in the upper right corner. Scroll down in the menu and select the $ icon.
Note
You can change the billing type of tasks in Table view.
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If the item is currently billable, you'll see the option Change to non-billable. If the item is non-billable, you'll see the option Change to billable.
The billing type of the task is changed immediately. Keep in mind that when you change the billing type of a task, all of the time entries added for the task also get their billing type changed automatically.
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Navigate to the relevant project or task and switch to Table view 1.
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Add the Billing type field.
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Double-click the cell of the project/task under the Billing type column 2.
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Select the required billing type 3.
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For projects, select whether you want to change just the project or everything in it as well 4.
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Click Change 5.