How Do I Set Up Hourly Phases?

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You can designate a phase for time and materials by making it billable on an hourly basis. All time entries entered against this phase are billed as hourly charges, even if the project is fixed fee.


Hourly fees are listed in the Hourly Services section of an invoice.


Do the following to set up a phase as hourly:

  1. Open a project record.
  2. Go to the Projects > Billing screen and select Budgets from the drop-down list on the button panel.
  3. Select the Hourly check box for a listed phase.
  4. In the same row, enter the budgeted rate for that phase in the $/Hr. column.
  5. Select Save Phases from the Action drop-down list.