Each assignee still logs their own hours and accrues their own cost. Invoices use the "bills as" person's rate, and that's the name the client sees.
💼workBilling settings(admin)
Fixed cost: lump sum we paid (replaces hourly cost basis). Bill hours: hours that show on the invoice. Line becomes bill hours × billing user's rate (shadow rate when shadow billing is on). Time entries on this task are skipped from the regular hours rollup when set so nothing double-bills.
check_circle Done this week
Auto-archives Monday morning.
Name
⚙️settings Settings
—
Email me when…
Wait this long before sending the mention email
min—
15 minutes to 24 hours — most people leave it at 2 hours.
Color theme
Edit Project List
Time tracking
External = hours live in another system and enter via the timesheet import only. Internal meetings stay manual; admins can hand-correct.
Meeting time in budgets
Whether Tick Tock meeting time burns this list's hours budget. Excluded time still shows, footnoted. Invoicing is unaffected.
Client brand (portal)
Shown next to the partner logo in the portal header for THIS project — the end client's name/logo (e.g. "Scott CU" under Coastal).
Switching templates replaces this list's phases with the template's phases. Existing tasks become unphased (still on the list, unassigned to any phase).
Project stages
Each Project task on this list will pick its current stage from this catalog. Existing tasks whose stage isn't in the new set still display their stored label gracefully.