On the Configuration tab in the upper-rightWhen you open a Cost Tracker project, you can configure and modify many project settings:your project settings in the Configuration tab. Some settings, such as scope, can only be modified by the Project Owner.
You can immediately configure your Cost Tracker project when you create it by using the Create & Configure option in the Create Project form.
General - Set and modify the basic project settings, including a budget - see below.
Members & Roles - Assign roles to project team members (Assigning Team Roles).
Sharing - Share Share your project with one or more collaborators - see Sharing Cost Tracker Projects.
Project Attributes - Populate your projects' metadata. See Configuring project attributes.
Cost Rates - Set hourly cost rates for team members. See Setting This is unrelated to Global Rates.
Billing Rates - Set hourly billing rates for team members. This configuration section is visible available when revenue tracking is turned onenabled from the General settings.
General Settings
Configure your project settings that include budget, including budgets, currency, timeframe, status, etc., or delete a the project.
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Name: Edit Update the project's name inline.
Timeframe: Set a fixed timeframe for your project instead of using the one timeframe that is calculated automatically from time logged to issues defined by within the project Scope - see Setting the Project's Timeframe.
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If you select Create and Configure in the Create Project dialog and have selected a Jira filter to set your project scope, the Timeframe field displays 'Calculating...' while your scope is being imported. |
Project Status: Select the project status.
Project Status: Select the project status. By default, all project statuses are set as In Progress. You can also modify the project status on the Cost Tracker home page.
Project Type: The type of project is set when creating a project. It can be Monetary-based, where projects are calculated based on hourly rates, or Time-based, where projects are calculated based on labor hours.
Project Currency: The default currency is set to USD [United States Dollar ($)]. Click the field to select the desired currency from the list. The selected currency is applied to all costs and expenses in your Tempo project in Cost Tracker project. You cannot can only use more than one currency in a project.
Budget: Set a single budget inline or set budget milestones - see Adding a Budget.
Revenue Tracking: Turn on the Revenue Tracking option to track Track a project's profitability - see Tracking a Project's Revenue.
Project Time Approval: Enable the project time approval for your project - see Approving Project Hours Approve project hours spent on your Cost Tracker project in Cost Tracker.
Tags: Add keywords as tags to your project . Tags can help you identify your project and can assist you in filtering and searchingso you can filter and find your projects more easily.
Delete Project - see Deleting Remove a Cost Tracker Project.
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