The Task Billing Rate Breakdown Report will give you a breakdown of billable/non-billable time tracked according to various billing rates chosen, within a chosen 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:
Resource / 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
Analytics -> Reporting -> 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 resource/project manager and review if tasks are still within schedule and budget.
Make sure employees are tracking time accurately.
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