Availability
Overview
Financials is a module in the activity details that aggregates activity financial metrics, including planned and actual expenses, an overview of financial parameters such as actual cost, expected profit, etc., as well as matching them with EAC (Estimate at completion) metrics as an aid in tracking activity financial performance.
In this article
Activity billing options
To be able to view/edit billing settings, you need to have "Access billing information" permission in your access level.
The following billing options are available for an activity:
| Billing type | Comment |
| Project billing settings | Activity is treated billable, and its cost is calculated as total work hours times the rate defined in the project's billing settings. If this billing type is selected whereas the project has Activity Rate as billing type, the activity is treated as non-billable. |
| Hourly rate | Activity is treated billable; its cost is calculated as total actual hours times the rate specified in Billing Value. Only billable time logs count. |
| Flat fee | Activity is treated billable using the flat fee specified in Billing Value; |
| Rate card | Activity is treated billable; its cost is calculated as total actual hours times the rates specified in the selected rate card. Only billable time logs count. |
| Not billable | Activity is treated non-billable, zero cost. |
Accessing activity financial settings
To access activity (task, issue, request) financial settings:
- Open Activity center in the appropriate space.
- Hover over the name of the activity (task, issue, request) you want to access the financial settings of and click
.
- While on the activity details page, click on the Billing button in the top right:
- Alternatively, click
and select Financials on the dropdown menu of additional actions.
- Go to the Overview tab.
- The billing settings are on the right side of the tab screen.