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Types of Work

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Types of work are used for tracking billable vs. non-billable hours, as well as calculating billable amounts and comparing them to project costs. You can use them to run reports (such as Billing Summary or Profit/Loss report) and generate invoices. Additionally, you can use types of work as an additional way of grouping on time reports.

You can manage types of work in the Settings > Types of Work menu. To access it, you should have the “Manage System Settings” permission.

To add a new type of work, press “Create Type of Work”. For each type of work, you can:

  • Enter a name.
  • Set up a status (active/archived).
  • Choose a category (billable/non-billable).
  • Specify an hourly billing rate for billable types of work.
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You can also change the order in which types of work are displayed in the interfaces. Press the up or down arrow in the “Change Order” column to move the item.

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For more convenience, filter types of work by their status or category using the selectors in the top part of the interface.

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Once you have set up types of work in the system, you’ll need to associate your tasks with them. Any user with the “Manage Scope of Work” or “Manage Cost & Billing Data” permission can change types of work for tasks assigned to them.

To associate a task with a type of work:

  • Go to the Tasks tab and find the task in question.
  • Click on the task name to open the properties panel.
  • Select the required type of work in the drop-down menu.
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After configuring types of work for tasks, you’ll be able to see billable time and amounts on charts and reports, as well as create invoices in the Reports section.

Note that you can only delete a type of work if there are no tasks associated with it in the system. If you don’t want a certain type of work to be displayed as an active option in the task properties, you can simply archive it in the Settings > Types of Work interface.

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