Tracking non-billable hours lets you record hours without an impact on the fee budget.
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
- On the Project Schedule or Worklist, create a phase called Non-billable. It should span the duration of the project.
- Open the project, and then select Project Settings in the top-right.
- On the left, under Phases, select Add Phase.
- In the Phase Code field, enter "Non-billable".
- Scroll to the bottom of the screen, and select the Save button.
- Click on the phase name on the project Worklist, and then select Edit Phase Settings.
- On the Phase Settings page, select Set different bill rates for this phase.
- Update everyone’s bill rate to $0.
It is possible to make the entire project non-billable using the above steps, but applying the $0 bill rate to the whole project instead of a specific phase.