Track: Settings

Track settings control rates, rounding, tags, budgets, and who can see time amounts. Rates can be set for the workspace, a client, a project, or a person. Your time entries can also be linked to clients and projects for reporting.

Set rates and rounding

To add a rate: 1. Open Rates. 2. Choose the level and target. 3. Enter an amount and currency. 4. Save the change. More specific rates can override broader defaults.

Open Rounding to choose how tracked time is rounded in reports. Raw time is kept separately from rounded totals. Review the example before you save a rule.

Organize time

Open Tags to add and organize labels for time entries. Each tag can count as billable, included in a plan, or non-billable. You can merge tags or archive tags you no longer use. Archived tags stay on existing entries but are no longer offered for new ones.

When you start or edit a time entry, choose a client, then a project or task in the picker. You can filter reports by client, project, person, or tag. To set a client rate, open Rates, add an override, and select the client. A more specific person or project rate can take precedence over it. Open Budgets to set a project estimate or budget. The Locking section controls how invoiced entries are handled.

Control visibility

Open Visibility to review which roles can see rates and amounts. A person’s role may also limit which time entries they can view or edit. Use the member and field access settings when you need to change access.

Rates and amounts appear only to roles allowed to see them. A change to a rate or rounding rule may update uninvoiced report totals. Invoiced entries keep their saved amounts.