Hourly Billable Rates and Cost Rates
planned
A
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.
Log In
Crystal Cannata
This is the major missing piece with Clickup. We are an agency ... I need to have a billable rate per list and a cost rate per person.
I should be able to pull the billable items into either an invoice or something that can be client facing and attached to an invoice.
I should be able to pull the cost rates into a report I can use for payroll.
Right now we have a workaround by building out:
Payroll dashboard that pulls in everyone's hours and has a note on what everyone needs to get paid.
Invoicing dashboard that pulls in all time on each list and then a note on bill rate for each client.
Client Portal Dashboard so the client can see what time was tracked over a rolling 7 day period.
My assistant needs to do the math manually and this leaves so much room for error. I also cannot easily see any type of profitability.
We would also like to be able to track time against a budget (EX we need to stay under 10 hours this week)
Right now we are using workaround of a team dashboard that pulls in time and a note that lists the hours budget.
Yanglyn Ou
Agreed. Personally, I'd like to see 3 things:
1) Something that lets you put in the number of hours in a budget to a list/folder (say a project is 20 hours and is organized in a specific list/folder) and the time tracked counts down how many hours are left. And a step up from that is when you reach maybe a certain number of hours used, it triggers a notification/alert.
2) Something similar to #1, except it lets you track a recurring monthly budget.
3) Automations that allow you to automatically set time tracked in certain lists/folders as billable or unbillable. Keeping in mind, if something is automatically marked as billable, then still allow the ability to override the automation and manually mark as unbillable as-needed.
I believe Teamwork has something like all of that: https://www.teamwork.com/product/cost-profitability-management/
Would love to see this in ClickUp. It'd be huge if that could work.
Edgar Godinho
Adding to the loop,
Without this clickup is a complex to do list with cool graphs
We need to control not only time logged, time invoiced, and most importantly what is the productive time and non productive time.
For example, if I have a project that has a budget of 100€ and and have member rate of 10€/h I only have 10 productive hours, more than that all the hours logged are unproductive. With this we can analyse how much over budget we are in the project, member, team, month.
In our team we have projects that can last days, months years, and sometimes we have projects that we do initial work this month and it's activated next year. Having member rates per year, would be a game changer.
Also the option of time and money, understand that in a certain month logged certain hours that can be productive or unproductive would be excellent. Have a track record of hours logged per month without create a lot of custom fields would be great. In a certain tasks having the ability to filter per hour is also necessary.
I've tried several ways, by clickup API, CSV export, but this is not a "one app only that everyone sells", although it would be possible with the latter two this should be native.
In summary, do the same as everhour, and a little better clickup has the ability to be one of the best apps
R
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
T
To Qu
Mohamed Sorkatti planed since may .............2024.
G
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.
A
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?
G
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.
T
To Qu
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......
G
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.
Anthony Henderson
We have reviewed this a few times with ClickUp PS. The only current option, if you can't deal with a single flat rate, is to create a reference list and use API's (which, aside from the upfront cost if you don't have in-house capabilities to build out, involves a subscription for Make.com or similar). From my perspective, this is a basic PPM function I would expect in the system and represents a substantial gap in basic functionality.
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.
B
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.
K
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?
K
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.
Load More
→