Time and costs

Navigate to Administration -> Time and costs. Here you can configure costs in OpenProject and create cost types to track unit costs. Also, you can configure the currency you want to use for your cost reports.

Default time and cost settings

Navigate to Administration -> Time and costs -> Defaults to define settings for costs in OpenProject.

  1. Configure the currency used in the system, e.g. EUR.
  2. Specify the format of the currency, if the number should be before or after the currency, e.g. 10 EUR, or $ 10.
  3. Press the Apply button to save your changes.

Time and costs settings in OpenProject administration

Create and manage cost types

You can create and manage cost types to book unit costs to work packages in OpenProject.

Navigate to Administration -> Time and costs -> Cost types to create and manage unit costs types.

Click the green + Cost type button to create a new cost type.

You can set the following options:

  1. Enter a name for the cost type.
  2. Define the unit name for this cost type, e.g. Euro, piece, day, etc.
  3. Set the pluralized unit name, e.g. Euros, pieces, days, etc.
  4. Choose if the cost type should be the default cost type when booking new unit costs.
  5. Define the Rate history and set a date from which this cost type should be valid and set a rate (in the specified unit) for this date.
  6. With the + icon you can add additional rates for other dates.
  7. The delete icon will remove a rate for a certain date.
  8. Do not forget to save your changes.

Sys-admin-budgets-cost-types

In the overview list of all cost types you can define the following.

  1. Filter for cost types at a certain fixed date in the list
  2. Choose whether also locked cost types should be displayed
  3. Press the apply button: This way you will get the cost types with the rate (at the chosen fixed date) displayed in the list below.
  4. Click on the name of a cost type to edit an existing cost type.
  5. Set a current rate (for the current valid from period) and press the save icon to apply it.
  6. Lock a cost type.

Consejo

Please note that you can only lock but not delete cost types.

Cost types overview in OpenProject administration

Nota

With cost types you can also book any kind of units to work packages, e.g. vacation days, leaves, travel days, etc.. Just choose 1 as a unit. This way, you could e.g. track vacation days against a vacation budget and evaluate the days in the cost reporting.

Create and manage time tracking activities

To get an overview of existing values for time tracking activities, navigate to Administration -> Time and Costs -> Time tracking activities. You can adjust the items within the list by using the options behind the More (three dots) menu on the right side. You can also re-arrange the order by using the drag-and-drop handle on the left.

Overview of existing time tracking activities in OpenProject administration

Nota

To activate the Activities for time tracking in a certain project, navigate to Project settings -> Time tracking activities.

Create new time tracking activity

To create a new value, select the + Add button in the top right corner.

You will then be able to name the value and activate it. Press the Save button to save your changes.

Create new time tracking activity in OpenProject

Edit or remove time tracking activity

To edit an existing configuration either click on the name of the activity directly or select the Edit option from the More (three dots) menu on the right end of the row.

Edit a time tracking activity in OpenProject administration

To remove a time tracking activity, open the More (three dots) menu on the right end of the row and click on the delete icon.

Nota

To activate the Activities for time tracking in a certain project, navigate to Project settings -> Time tracking activities.