Track non-billable time

Tracking non-billable hours lets you record hours without an impact on the fee budget.

Who can use this?

Plans:

  • Resource Management

Permissions:

  • Resourcing Administrators
  • Portfolio Editors
  • Project Editors 

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Create a non-billable phase to track non-billable hours.

Resourcing Administrators, Portfolio Editors, and Project Editors can create non-billable hours.

To track non-billable time on projects

  1. On the Project Schedule or Worklist, create a phase called Non-billable. It should span the duration of the project.
    1. Open the project, and then select Project Settings in the top-right.
    2. On the left, under Phases, select Add Phase.
    3. In the Phase Code field, enter "Non-billable".
    4. Scroll to the bottom of the screen, and select the Save button.
  2. Click on the phase name on the project Worklist, and then select Edit Phase Settings.
  3. On the Phase Settings page, select Set different bill rates for this phase.
  4. Update everyone’s bill rate to $0.

Using the above steps, it's possible to make the entire project non-billable by applying the $0 bill rate to the whole project instead of a specific phase.