Mark projects billable or internal

Every project carries a billable flag: is this client work that generates revenue, or internal work like R&D, training, and time off? Getting the split right is what makes billable utilization and revenue figures honest, since they read client work specifically.

Set the flag on a project

1. Open Edit Project (or the new-project form, where the flag defaults to billable).

2. Check or uncheck Billable client work.

3. For billable projects, optionally fill in Client / customer so the client name appears alongside the project in finance views.

4. Save. The project’s Finance tab header immediately shows a Billable or Internal chip.

What the flag affects

• Compliance dashboard: the All hours / Billable only view toggle shows each person’s billable hours next to their weekly total.
• Billable utilization: the capacity planner gets an All hours / Billable only toggle, so you can read utilization against client work specifically.
• Finance tab: internal projects show cost recognition only; revenue cards and revenue at risk consider billable projects only.
• Projects page: a filter chip row lets you view All, Billable, or Internal projects.

Note

The cost-at-risk figure on the compliance dashboard is not changed by the flag: it prices the gap between expected hours and all logged hours, including hours logged to internal projects.

Reclassify projects in bulk

Owners and admins can review the whole portfolio in one pass, which is worth doing before enabling timesheet enforcement:

1. Open Organization Settings, go to Configuration, then Timesheets.

2. In the enforcement panel, select Bulk-classify projects.

3. The Classify your projects modal lists every project, defaulting to billable. Uncheck the internal ones, or use Mark all billable / Mark all non-billable as a starting point.

4. Save. Only actual changes are applied, and each change is written to the audit log.

One-off changes through Edit Project stay open to project owners and managers; only the bulk pass requires an organization owner or admin.

Configure the built-in fields

Under Organization Settings, Configuration, Custom Fields, the Built-in Fields card controls how the two fields behave on project forms: show or hide them, rename their labels, or make them required.

Note

When timesheet enforcement is configured to require a billability declaration, the Billable client work field is locked to visible and required, and new projects cannot be created without answering it.

FAQs

What do existing projects default to? Billable. Run the bulk-classify pass once to uncheck internal work, after that the flag is just part of creating a project.

Does flipping the flag rewrite history? No data is deleted or recalculated retroactively in place; reports simply include or exclude the project’s hours from billable figures from then on. Every flip is recorded in the audit log, and on plans with workflows (Pro and up) a workflow trigger fires so accounting integrations can mirror the change.

Can members see the flag? Members see the field on the project form if it is visible, but the financial surfaces it drives (compliance, capacity, finance) remain manager-level views.