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How can I assign services to a project?

Take advantage of project-specific services to streamline your time tracking and avoid incorrect entries.

You can assign different services to your customers, projects, and subprojects. To do this, edit the respective data and use the “allowed services” to define which activities may be billed to that customer.

  • Services defined at the customer level automatically apply to all associated projects.

  • Services defined at the project level automatically apply to all associated subprojects.

In projects and subprojects, you can override the default settings as needed and allow more or fewer services than in the parent clients and projects. You can find more details on this in our blog.