When a client runs several projects (see the organizations help, Projects button of its page), each project can buy its own hours while keeping a single contract. These screens are reserved for administrators and the Billing team group.
Buying a pack for a project
On the contract page, under Packs, the add form offers the Project field as soon as the client has projects. Choose the project, or leave Shared for a pack usable by all the client's tickets. The Project column of the pack list shows each pack's reserve.
Order of use
A ticket of a project first uses the packs of its project, from the closest to expiry to the furthest, then the shared packs. It never uses the packs of another project. A ticket without a project only uses the shared packs. Without credit, the time goes negative in the ticket's reserve; the next pack of that project (or a shared pack) absorbs it.
If an agent corrects a ticket's project, the time already debited is returned to its packs, then taken again in the new project's order.
Balances, statements and alerts
- The Balance card gives, for the shared reserve and each project, its own balance and the available credit (what a ticket of the project can use: its project then the shared one).
- The statement can cover a single project: choose it next to the Statement button.
- Insufficient credit and threshold or zero balance alerts are evaluated for the ticket's project; the messages name the project.
- An out-of-pack correction can be attached to a project (Project field of the correction form).