Hourly Billable Rates and Cost Rates
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Adam Roe
What is the point of tracking time if you can't see its relationship to cost? Clients do pay you with hours and at to ask we create hundreds of automatons for something as simple as a rate variable. Please stop wasting time on apple watch integration, Siri, Alexia and more outer edge integrations when something as fundamental as hourly rates are missing.
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Rob Law
Adding my support for this. As with any others, we currently have to export the tracked time data and use excel to apply staff specific rates.
Clickup
-Does track time
-Does allow time to be tagged as billable
-Doesn't help you convert that billable time into actual £ values
seems a no-brainer missing step.
Dave Montrose
100% on this. Until this is added, ClickUp is simply a great To-Do list that helps us keep on top of tasks. But for an agency, being able to track time is entirely pointless if it doesn't relate to project budgets.
Even in it's it's simplest sense, if I add time to a project, I want to see how budget/time is remaining, as well as add that to a dashboard for the client to see.
I'm not hoping for an entire financial system. Just roll out something simple that makes sense of time-tracking against budgets. Set your hourly rate for the company, role, person, or project; set a project budget; then show budget minus time tracked. The fact this has been planned since May 2024 wreaks of over-engineering.
Right now, this is our main reason to jump ship after just a few months on the platform, and if Reddit is to be believed, a similar story to many others.
Mohamed Sorkatti
Would appreciate any update on this. Being able to set a rate card for different roles is not a feature, it's a basic function for any project management tool. The fact that this has been asked for 5 years back and still missing is surprising
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To Qu
Mohamed Sorkatti planed since may .............2024.
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Gethin Herbert
If it helps people in the mean time, we already have this based on a few rates, using the formula custom field. We use a helper field with the hourly rate & then use a formula to multipy that rate by the time tracked.
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Amanda Heald
Gethin Herbert do you have multiple people working on that one task or tasks and are any of them billed at a different rate?
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Gethin Herbert
Amanda Heald we do have multiple people on the task. It also points to a custom field for how many people are working on it, BUT it is a flat rate. I suppose you could but, It'd get pretty messy trying to addd all those customer helper fields to populate the formula do that.
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Gethin Herbert
I asked support about such a possibility, but they couldn't help me....
Can you also separate the billable time from the total tracked time in your formula?
Have you created an advanced formula where only the ‘billable’ ‘tracked time’ can be multiplied by a custom field ‘costs per hour’? is this possible in ClickUp?
If so, please tell me how......
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Gethin Herbert
To Qu If you're looking to have a tracked time and billage time, I'd probably look to add two Time trackers to the task, as a new custom field. All our time in task is billable so I've never had to separate.
Michael
and something I just thought of - and maybe this has already been mentioned/requested - but especially for law firms, different employees bill different rates. So a way to tie billing rates to employees could be really beneficial. I don't use this feature much so there may be some kind of functionality or workaround for this already.
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Ben Sykora
Ideally, it'd be possibly to add more than one cost rate to a task. Ie if a task takes 5 hours, there may be more than one cost associated to those 5 hours. I'm looking at some workarounds at the moment using Zapier, however I haven't tried integrating anything yet.
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Khristia Angela Leyco
Need to know total billable per assignee in a certain date range all in the dashboard.
Nick Ilev
Khristia Angela Leyco what does this mean? Can you please provide a link to a resource article?
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Khristia Angela Leyco
Nick Ilev Would like to be able to view in Dashboards the Total Amount (custom field: money) per assignee in a pie graph.
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Rick Mason
This is the single missing feature that is currently keeping our organization from adopting ClickUp.
Amanda Newwood
Curious if anyone has a work around to this?
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Juan Martínez
Amanda Newwood I use clockify and manually upload a csv to notion for visualization. Clokify's API sucks so I would not try to set up an automation. God knows I tried with my agency
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Alex Cook
Amanda Newwood we use Everhour and link to clickup via chrome api. Everhour has member rates, project rates, cost rates. Would be better if all could occur via Clickup though
Silke Turner
Also can input for 'Time Estimates' become the same as 'Time Tracking', where you can enter multiple 'Time Estimate' entries for a single task, with each 'Time Estimate' entry specific to a single assigned person.
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