Collty Help

COMMERCIAL OPERATIONS

Time, costs, invoices and expenses

Use commercial controls only when the project needs them.

01

Commercial controls follow the project model

Internal and external projects can use time and money differently. Collty does not force invoices into a no-billing project or hide hours from an hourly project. The project operating model determines which controls appear in tasks, analytics and commercial workflows.

C
Commercial operationsProduct launch
Live
Tracked time126 h
Approved work$18.4k
Open expenses3
Delivery evidenceAccepted tasks and tracked time
Commercial rulesHourly, fixed or milestones
InvoiceManual or automatic
Commercial workflows begin with accepted project evidence and explicit project rules.
02

What changes

SettingWhen enabledWhen off
Time trackingTasks accept required or optional hoursHour fields are removed from the workflow
BillingRates, fixed value or milestones calculate commercial contextNo billable value is created
InvoicesManual or automatic invoice workflows are availableInvoice UI is excluded from the project
ExpensesApproved project expenses can enter commercial reportingExpenses remain outside billing
03

Team and project boundaries

Was this guide useful?Help us keep the instructions clear and current.