Hourly billing

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First of all, you have to set up some elements following the order indicated below.

1. Create a dedicated project type

Administration > Global settings > Opportunities/Projects tab > Opportunities and projects types section

2. Define the default Opportunities and projects daily unit of work

Administration > Legal agencies > select the right legal agency > Information tab > Global configuration section

Information tab

Deliveries tab

When you qualify your delivery, you need to fill in the sales charge per unit of work and the number of work units sold.

You will also see the equivalence in days.

The work unit type is the one which has been defined in the configuration of the resource card when it's been created.

Consumption tab of the project

Reporting > Projects

PostProduction app

In the Production column, we display the quantity and work unit type of the project.

On the invoice

On the invoice, the detail will be displayed in work units and the quantity will be retrieved.

Can we change the work unit type used on the previous timesheets?

• If your resources used to declare a number of work unit on the previous months and that you decide to change their configuration, this won't modify their history. The number of work unit is now locked in every timesheet when they are created.

  Example: If one of your resource used to declare 7 daily work units until May and then in June you decide to change the configuration and indicate 8 daily work units, this will only impact the new timesheets which will be created after the modification.

Can a resource who declares his/her times in days work on a project in work units?

• No, the numbers declared will not be consistent as we'll consider he/she works 1 work unit per day.

Can a resource who declares his/her times in work unit work on a project in days?

• Yes, this is not a problem as it was already possible before and will still be. The numbers on the project will be in days (whichever the equivalent in work unit).