MONITOR BILLABLE & NON-BILLABLE
The Budget for a Project-Phase can be either billable or non-billable so you can monitor the status of overhead projects like marketing.
If a Project-Phase is BILLABLE, the "Spent JTD" value represents the total Charge Cost associated with the hours assigned to the Project-Phase.
If a Project-Phase is NON-BILLABLE, the "Spent JTD" value represents the total Labor Cost associated with the hours assigned to the Project-Phase.
In either case the "Complete" percentage represents the Spent JTD value divided by the Budget.
If you are just beginning to use Custom Billing Rates and have existing time entries, there is no way to automatically add the Custom Billing Rates to those existing records.
One option is to just start using Custom Billing Rates for new records and ignore the existing records.
If you need/want certain projects to have all records in MyCorbu, then set Custom Billing Rates the usual way for the Project (see Ref Guide BR-16), but 'reset/freeze' the new Rates as described for changing Custom Billing Rates.
Custom Project Billing Rates can be set for every Project. Custom Rates can be changed, but require attention to ‘Resetting/Freezing’ to make the change complete.
Learn all about it here and in the Reference Guides.
Project-Phase Order & Main Menu
When you create a Project-Phase or edit one, you will find that there is a Sort By field available so that you can control the order in which your Project-Phases appear in tables. I suggest using the AIA numbering system for standard phases.
The 'Blog' and 'HELP' menu items have been moved to a drop down list under 'OTHER'.
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