01
Choose the commercial model
- Time & Materials: bill by a project, person, or task hourly rate—or keep no billable rate.
- Fixed Fee: set one fee for the project regardless of tracked time.
- Non-Billable: track work without billing the client.
- 1
Pick a project type
Choose the model that reflects the client agreement.
- 2
Place the rate
For Time & Materials, select project, person, task, or no rate. Person and task rates are entered on their assignment rows.
- 3
Place the budget
Track total fees, fees per task, total hours, hours per task, hours per person, or no budget.
Current budget boundary
Budgets compare lifetime tracked hours or fees. Monthly resets, expense inclusion, and automated budget alerts are not available.
02
What reports show
Administrators and managers can see financial project metrics according to their role. Project report visibility can be expanded to assigned people, but cost information remains restricted.
Open this workflow in Unify Revenue
These links open the relevant product page. Sign in first if the workflow belongs to your workspace.