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Is there a way to allocate billable hours to a client?

Johnnie Bembry
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November 28, 2022

We work with clients who buy hours in "buckets". For example, they'll buy 1000hrs here or 500hrs there. The issue we're having is determining the best way to allocate tasks to those specific buckets of hours. There's 2 current thought processes we have at the company of how to proceed..

1) Create an issue/story named "Client X : 100hrs" then assign all tasks to that individual story

2) Create a project named "Client" then have each epic be that buck of hours "100hrs" "500hrs" etc. then have task assigned to that specific epic.  

 

End goal: See the number of hours a client has allocated, see how many hours have been billed (and those specific tasks), and see how many billable hours they have left. 

 

Thanks in advance for any suggestions! 

1 answer

0 votes
Tom Lister
Community Champion
November 29, 2022

Hi @Johnnie Bembry 

Do you have the planner and cost tracker modules for Tempo?

These are the features designed to track actual vs planned work.

Re how to log work, I would suggest you use accounts for each bucket, associate the accounts with the required projects.

This is how it worked at my last site, although my involvement was limited to installing and configuration advice.

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