I NEED TO SEE A BREAKDOWN OF BILLABLE AND NON-BILLABLE TIME TRACKED ACCORDING TO THE BILLING RATES CHOSEN WITHIN A GIVEN PERIOD OF TIME.


WHAT INFORMATION CAN YOU GET OUT OF THIS REPORT?

  • See the data in a graph or a data table:

    • Total time tracked to individual billing rates.

    • Billable or non-billable split of time tracked.

    • Total billable time tracked divided according to billing rates.

    • Total billable time tracked divided according to non-billing rates.




WHAT SETUP IS NEEDED FOR THIS REPORT TO WORK EFFECTIVELY?


The following users are involved in the data that populates this report:

  

  • Traffic / Project Managers - these are the users who assign tasks to users and jobs and ensure all the correct information is set on the task. 

    • Ensure billing rates are setup properly.

    • Tasks must have a billing rate assigned to it.

    • Make sure all users have billing rates assigned to them and that they track time accurately. 

  • Anyone responsible for doing work on tasks:

    • These users must keep their tasks up to date.

    • Be sure to track time accurately.

    • Double check that each task has a billing rate before starting time tracking. 


HOW TO ACCESS AND USE THIS REPORT

  • Reports>Tasks>Task Billing Rate Breakdown.

  • Filter the search as required.

  • Results can be exported as a CSV file, Excel file or a PDF document.


HOW TO MAINTAIN THIS REPORT

  • Host a weekly meeting with your traffic/project manager and review if tasks are still within schedule and budget. 

  • Make sure employees are tracking time accurately. 


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