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Track billable time on a project

Set up a project so the time your team logs turns into tracked cost, from billing model to approved timesheets.

This guide takes a project from creation to a costed record of work: you pick how the project is billed, set rates, let the team log time against tasks, and approve that time so cost is calculated from it.

Billing and cost configuration is enabled per organization. If you don't see billing options on a project, ask an administrator to enable it first in Organization & Billing.

1. Create the project

Create a project and decide who can work on it:

  • Set it Public so anyone in the organization can log time, or Private to restrict it to assigned members.

  • Assign an owner and add the members who will do the work.

Creating a project
Creating a project

2. Choose a billing model

On the project, pick how work should be priced:

Model
Cost behavior

Non-billable

No cost is accrued.

Time-based

An hourly rate is applied to logged time.

Fixed

A flat project amount.

Mixed

A fixed amount plus an hourly rate.

Inherited

Uses the organization-wide default.

For what each model means in full, see the Projects & Tasks reference.

Configuring a project's billing model
Configuring a project's billing model

3. Set rates

Rates can be set at three levels, from broadest to most specific:

  1. Organization—the default rate for everyone.

  2. Project—a rate for this project.

  3. Member—an override for a specific person, so one contributor's time can be priced differently from the project default.

The most specific rate that applies to a person wins.

Setting project and member rates
Setting project and member rates

4. Break the work into tasks

Add tasks for the work to be done and assign each to a member. A time estimate helps you compare planned effort against actual time later. See Plan and run a sprint if you want to organize these tasks into cycles.

5. Log time against tasks

As the team works, they log time on individual tasks. Logged time flows into their timesheets automatically, so task effort and timesheet hours stay reconciled.

Logging time against a task
Logging time against a task
Time logged against a task over its lifecycle
Time accumulates against each task as work progresses

6. Approve timesheets

Cost is calculated from approved time, not draft entries. Review each timesheet and approve it so its hours count toward the project. For how approval works, see the Timesheets reference at https://docs.we360.ai/reference/work-and-time-management/product/work-and-time-management/timesheets.

7. Review project cost

With a billing model, rates, and approved time in place, the project reflects the cost of work delivered, priced per your rates.

Generating and sending invoices directly from the project interface isn't yet available. Use the costed record to bill through your existing finance process.

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