Overview
The Project Details page is where you can capture key financial information for a project. This includes assigning a billing profile and tracking the overall value of the customer.
What You Can Do on This Page
Billing Profile
The Billing Profile allows you to associate a project with a predefined billing structure.
Used for time tracking and cost analysis
Helps standardize how work is measured across projects
Enables better visibility into onboarding effort and spend
🔗 Learn more about Billing Profiles (coming soon)
Cash Value
The Cash Value represents the total revenue associated with the customer or project.
Typically reflects the deal size or contract value
Helps quantify the financial impact of the project
Used alongside time tracking to evaluate performance
Why This Matters
When you combine Billing Profiles with Cash Value, you gain insight into:
How much time is being spent on onboarding
The cost of delivering your services
The overall profitability of your onboarding program
This makes it easier to identify trends, optimize resources, and ensure your team is operating efficiently.