Set up task revenue & cost defaults
Learn where the revenue type and cost types are used and how to set up the system defaults.
Key takeaways
- Viewing Cost and Revenue Data: Cost and revenue details for tasks can be accessed by opening the task, selecting task details, and scrolling to the finance section. 鈥
- Setting Defaults for Tasks: System administrators can set default cost and revenue types for project managers by navigating to 鈥淪etup > Project Preferences > Tasks & Issues.鈥 鈥
- Common Revenue Type Default: 鈥淩ole Hourly鈥 is a typical default for revenue type, allowing logged time to be recorded as potentially billable if the user has a job role with a revenue rate. 鈥
- Impact of Revenue Settings: If the revenue type is set to 鈥淣ot Billable,鈥 no revenue will be recorded for the task. 鈥
- Common Cost Type Default: 鈥淯ser Hourly鈥 is often used as the default cost type, pulling cost data directly from the user鈥檚 profile for efficient tracking. 鈥
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