Projects & clients

View time for a client

Inspect client hours, value, projects, categories, rates, and activity.

Open a client to inspect hours, value, projects, categories, team members, and recent activity.

1. 1
   Open Projects & Clients
   Select Projects & Clients, then choose the Clients view.
2. 2
   Select the client
   Choose a client. Its Client Overview opens beside the project list.
3. 3
   Choose the period
   Use Over Time, Day, Week, or Month. The heading shows the hours in the selected period.
4. 4
   Change the breakdown
   Switch between Time and Money. Use the grouping button beside it to break the chart down by Projects or Activity categories. Select a chart segment or person to narrow the detail.
5. 5
   Review activity
   Scroll to Team Members and Team Activity for who worked on the client and what they did.

Client rates

The billing chip in the client header shows how the client bills: Member rates, Custom rates, Activity rates, or Flat rate. Only admins can change it, because a client’s rates reprice projects across every team. Managers of a team with projects for the client can view the rates. Under Custom rates, switch to Money and type each person’s rate into their chip under Team Members.