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Where and How do I define project-specific conditions?

Introduction 

As already mentioned in our blog article "New functions", you have the option of defining various invoicing methods and budget models for the projects.

To adjust the conditions, open the tab "Conditions" in a project.

Invoicing methods

There are three invoicing methods available: "Hourly rate for projects", "Hourly rate for activities" and "Hourly rate for employees".

Hourly rate for projects

A rate of CHF 170/hour is charged regardless of which person is carrying out which activity.

Hourly rate for activities

A rate of CHF 150/hour is charged regardless of which person is performing e.g. consulting.

Hourly rate for employees

A rate of CHF 200/hour is charged regardless of which activity is being performed.

Budget models

There are four budget models available: "Total costs budgeted", "Total hours budgeted", "Budget for activities" and "Budget for employees".

Total costs budgeted

The budgeted costs for the entire project (e.g. quote amount) are entered here.

Total hours budgeted

The estimated or quoted hours for the entire project are entered here.

Budget for activities

A budget in hours per activity is defined here, regardless of who performs which work.

Budget for employees

A budget in hours per employee is defined here, regardless of which activity the employee performs. 

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