Setting Employees to Billable Categories

In this article we will show how to set personnel, workers, or employees to billable categories or positions within a project. This way they will be able to report their time on a time sheet to this role.

Lets start by navigating to the projects screen and then into a project we want to manage personnel roles for. Locate the projects tab in the top navigation bar as highlighted below.

Click into the project that you want to be working with. Once in the project lets navigate to the project info tab in the top right as highlighted below.

Now in the project info tab lets navigate to the Personnel tab just above the project info fields in the navigation bar highlighted below.

You're now in the Personnel tab of this project. If you haven't changed the default you will see it currently as "All personnel may charge to this project at their company designated category." This allows your personnel to bill at their selected company designated category. For example Ryan the project manager could create a time sheet in this project as a project manager, but not as any other role.

If you wanted to allow personnel to bill to different categories then their company designated category, we simply have to change this drop down menu to the second option, "Select the Personnel who can charge to this project and their categories." This allows you to choose all the personnel who are allowed to bill to this project, but also allows you to choose multiple roles for them.

After you have selected this option you can start adding personnel to your project as highlighted below in the personnel drop down menu. Then choosing the roles they can bill as by clicking the check box next to the billing category you want them to be able to bill to. It will look as below once you have multiple people entered, and you can do this as many times as you need or always come back and edit or add more when needed.

Once you have it as you want it, go ahead and click the green save button just under the employees to save your edits.

Now the personnel you just set up will be able to bill as the category you selected in their time sheets. This is great for if you have personnel that work in multiple roles within your team.