Articles on: Projects

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.

In this article you will know how to edit basic project properties such as the name and description.

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
Fixed Cost Project
Budget Mode
Total Hours
Total Hours
Project Per Hr Rate
Notify at
Include non billable time

Updated on: 27/12/2024

Was this article helpful?

Share your feedback

Cancel

Thank you!