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Task Budget Type

The Budget Type allows to classify each task and subtask as either Billable or Non-billable. This classification plays a key role in tracking and managing project costs, billing cycles, and productivity.

Budget Type helps ensure that the time logged against tasks is categorized appropriately, offering better financial insights and reporting accuracy. It provides clarity on which efforts are chargeable to clients and which are internal or overhead efforts.

Subscription Association​

This feature is available in all subscription plans.

Roles and Permission​

The Budget Type can be edited only by users who have appropriate Task Edit Permissions, based on their roles.

Refer Roles and Permission for more details.

Access Budget Type​

To access the Budget Type field, the feature must be enabled at the project - Project Settings -> Features -> Enable 'Budget Type'

Once enabled, each task and subtask will display a Budget Type field.

Available values are:

  • Billable
  • Non-billable

Only one value can be selected at a time.

The default value of each task and subtask is inherited from the Project Budget Type setting.

Below are the ways to access Budget Type for Task & Subtasks:

Task/Subtask Details​

  1. Open the task or subtask.
  2. Locate the Budget Type field.
  3. Click the field and select the desired value (Billable or Non-billable).
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List View / Board View​

  1. Make sure Group By is not set to Budget Type.
  2. If Budget Type is not visible:
  • Click on Customize.
  • Find and enable the Budget Type field.
  • Optionally, adjust its display position via drag and drop.
  1. Once added, the field will appear in the view. You can click and update the value directly.
  2. Save the view to retain settings.
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My Work​

  1. Go to My Work.
  2. Open the required task/subtask.
  3. Locate and update the Budget Type field.

Quick Add​

While using the Quick Add function to create a new task:

  1. After entering the task name and location, access the Budget Type field.
  2. Select Billable or Non-billable as required.
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Other References​

To explore about statuses, refer Task Status.

To explore about Assignee, refer Task Assignee.