1. Administrator Guide
  2. Projects
  3. Outline, Gantt, and Task Detail Views
  4. Marking Tasks as “Non-billable” and Excluding From Project Budgets

Marking Tasks as “Non-billable” and Excluding From Project Budgets

Non-billable tasks can be excluded from billing plans and budgets.

To exclude non-billable tasks from billing in project budgets:

  1. Go to Projects > Projects and select a project.

  2. Click the Edit Edit icon icon next to the task to make non-billable. The Task properties open.

  3. Select “Non-billable task” in the Task properties.

  4. Click Save.

When viewing your budget in Actuals, the Budget Grid, or Compare View, non-billable tasks are marked with grey icons. The Profitability, Billing Rate, and Total billing for these tasks will always be " – ". These tasks will not enter into billing calculations.