Cost Planning

Users who are billing admins can add a cost for each task when scheduling.

Tracking billable hours is essential for converting planned work into billable tasks that reflect actual costs. In TeamBoard TimePlanner, you can plan, mark, and log billable work to generate precise cost calculations.

Marking a Task as Billable

You can mark a task as Billable in two ways.

Via the Planning Dialog

Navigate to the Schedule and follow the same steps when planning tasks via the Planning Dialog:

In the Planning dialog > Mark the task as Billable.
Select the appropriate Rate Type to determine how the cost will be calculated.

Via the Jira Work Item Detail Panel

Navigate to the Schedule and follow the same steps when planning tasks via the Jira Work Item Detail Panel:

In the TeamBoard TimePlanner planning section > Mark the task as Billable.
Select the appropriate Rate Type to determine how the cost will be calculated.

Note

If no rate is configured for a planned task, a “No rate configured” warning appears below the Rate section in the Plan Modal.

This means the task currently has no cost value and may not be included in cost calculations or Cost Reports.

Users with billing permissions can click Configure rate to open the relevant Rate and Cost settings and add the missing rate.

Log Time to Track Actual Costs

Accurately logged hours ensure that costs reflect the real work performed. You can log time in three ways:

Option 1: Log Time in the Time Log Section

Option 2: Log Time from a Jira Work Item Details

Option 3: Log Time using the Start Timer

→ Time logged here is automatically linked to your rates, helping you monitor billable vs. actual cost performance.