Overview

There are three main ways to set up internal work in Operating:

1. Define roles and assign non-billable people – Roles can be set as non-billable, and individuals assigned these roles will be considered non-billable.

2. Create internal clients – Any project under an internal client is automatically non-billable.

3. Define non-billable projects – Projects can be marked as non-billable even if they belong to billable clients (e.g., for long-term sales projects).

All projects under internal clients are automatically non-billable, but non-billable projects can also be created for billable clients.

Setting up non-billable roles

You can define specific roles to be non-billable in settings:

1. Go to https://use.operating.app/settings/organization/roles

2. When creating or updating a role, check the “non-billable” checkbox to make the role non-billable.

Setting up non-billable persons

Setting the primary role of a person to be a non-billable makes them non-billable.

1. Open the details view for any person in Operating

2. Set the primary role of the person to be a role that has been defined as non-billable

Creating internal clients

You can define clients as internal when you create them in the directory.

Creating internal projects

You can create internal projects by choosing their client to be an internal client when creating the project.

Creating non-billable client projects

You can create non-billable projects that are still linked to a client by defining the billing type of the project to be non-billable when creating the project.