Project Setting : Budget
How to view project settings in project module?
Roles and Permissions:
Organization Owner/Manager :
They can View Project setting .
Delivery Head :
They can View Project setting .
Project Manager (User) :
They can only view assigned project setting.
User :
They can't view project setting.
Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/
Select Projects from the main navigation menu.
Click on View project.
On project detail page ,Click on three dots and then click on Project Setting .
In project setting ,there are three tabs : General , Status and Tags & Budget .
In Budget You can Set Bill Rate of Project Members .
How to set Bill Rate for project members ?
Enter your bill rate (1) , Click anywhere on page to save bill rate , then choose you currency (2).
You can also keep the bill rate same as pay rate of user .
Bill rate can be changed from organisation setting . Click on highlighted button ,It will redirect you to organisation setting .
Follow this link to know how to change setting : https://support.workstatus.io/en/article/how-to-set-the-billing-rate-uvyf9h/
Budget information
Budget information displays:
Project Type : Defines the category or nature of the project.
Fixed Cost Project : A project with a predetermined total cost, regardless of hours worked.
Budget Mode : Specifies how the project budget is calculated and managed.
Total Cost : The overall budget allocated for the project.
Total Hours : The estimated or allocated hours for project completion.
Project Per Hr Rate : The hourly rate assigned to the project.
Include Non-Billable Time : Determines whether non-billable hours are included in project tracking.
Updated on: 14/02/2025
Thank you!