Costlocker guide
  • GETTING STARTED
    • What is Costlocker and who is it for
    • Registration and Company setup
    • Quick start in 5 steps
      • 1. Add People
      • 2. Create Activities
      • 3. Create Clients
      • 4. Create Projects
      • 5. Time Tracking
    • What's next?
  • Projects
    • Managing a Project
      • Creating a Project
      • Creating a Project by Duplication
      • Auto ID
      • Tags
      • Responsible People
      • Discount on the project
      • Project Billing
      • Finishing a Project
      • Exporting the Budget
      • Locking a Project
    • Recurring project
      • Creating a Recurring Project
      • Working with a Recurring Project
      • Manually Duplicating a Recurring Project
    • Types of Budgets
    • Project Detail
      • Overview
      • Report
      • Alerts
      • Cost Estimate
      • Billing
      • Rates
      • Business Reports
      • Timesheet
      • Notes
    • Project Expenses
      • Project Expenses Report
    • Billable vs. Non-Billable Hours
  • People
    • Adding people
    • User Roles
    • Activating / Deactivating a Person
    • Salary
    • Bonuses
    • Calculating an Employee's Hourly Rate
  • Activities
    • Creating Activities
    • Activating / Deactivating an Activity
  • CLIENTS
    • Creating a Client
    • Activating / Deactivating a Client
    • Setting Default Client Rates
  • Time Tracking
    • Time Tracking
  • Timesheet
    • Daily Time Entry
    • Weekly Time Entry
    • Timesheet Views
      • Summary
      • Day by Day
      • Weekly
      • Live
  • Reports
    • Company Performance
    • Report of Finished Project
    • Workload
    • Business Reports
    • Project Expenses
    • Billing
  • Profitability
  • Your Company
    • Basic Overviews
    • Alerts
    • Overhead Costs
    • Fixed and Monthly Rate
    • Calculation of Overhead Cost per Worked Hour
    • Analysis Cost Allocation in projects
  • Settings
    • My Account
    • Desktop Application
    • Company
    • Groups
    • API
  • Applications
    • MacOS Application
    • Windows application
    • iOS Mobile Application
  • Integrations
    • Integration with Make
    • API
  • Subscription
    • Trial period
    • Switching to a Paid Account
    • Subscription Settings
    • Billing email adress
Powered by GitBook
On this page
  1. Projects

Project Detail

Project Detail

The project detail contains the following tabs:

Project Overview In the overview, you'll find a quick snapshot of the current state of the project, its financial and time metrics, and a simple timeline.

Report The report offers a straightforward display of financial indicators by individual activities and team members. It shows you where you're making profits on activities or team members in the project and where you might be nearing budget limits.

Alerts Here, you'll see alerts—if you're approaching the exhaustion of time budgets or if the time allocation has already been depleted, we'll notify you.

Cost Estimate Cost Estimate is the budget you created for the project. It consists of the budget for team members work and the budget for project expenses.

Billing An overview of the project's billing. Here you can plan your billing and track what and when you need to bill.

Rates In the Rates overview, you can clearly see how much each team member's work costs you and how much you bill the client for their work. You can also see a separate column for overhead costs allocated to individual team members.

Business Reports The Business Reports tab redirects you to the Business Reports module. These provide you with an independent view of the profitability of individual team members within the project.

Timesheet The Timesheet tab redirects you to the Timesheet module with the selected project. Here, you'll see how much time each person has spent on this project. You can also export a simple report for the client.

Notes Notes serve to store additional information about the project. You can easily jot down quick notes and include links to related project resources.

PreviousTypes of BudgetsNextOverview

Last updated 7 months ago