Client Hours Tracking – Billable vs. Non-Billable

Billable vs. Non-Billable Teamwork Tags and Hours – High-Level

Billable Hours are for these categories:

Professional Services Management: Work done on staging instances, and any documentation, meetings and/or communications related any work done on staging instances.
Engineering: Work done on any staging site, and any documentation, meetings and/or communications related to any work done on staging sites.

Non-billable hours are for these categories:

Professional Services Management: Bug fixes on production instances, and any documentation, meetings and/or communications related to any professional services management work for bug fixes on production insutances
Engineering: Bug fixes on production instances, and any documentation, meetings and/or communications related to any engineering work for bug fixes on production instances.
Customer & Partner Care Team Support: All

*For exact details, please see the following slides with proper task and tag descriptions

Billable vs. Non-Billable Hours Tracking

Action Area	Task Type	Task Tag Name	Billable	Non-Billable
Pre-Sales	Pre-Sales – ANY Pre-Sales activity by ZINFI team member	Pre-Sales		x
Portal Set Up	Free Trial/Sandbox – Portal Set-Up for distribution	Free Trial Set Up		x
	Staging – Portal Set-Up for client delivery	Staging Set Up	x
	Production – Portal Set-Up for client delivery	Production Set Up	x
Configuration	New Configuration – Customer-Specific based on Use Case or Feature Request	Client Config	x
	New Configuration – ZINFI Internal Only	ZINFI Config		x
	Existing Configuration – Change Request to an existing configuration	Client Change Request	x
	Portal Upgrade – Client Instance	Client Portal Upgrade		x
	Customer-Specific Pre-Release – Bug Discovered during Staging Development or QA	Client Bug/Issue Pre		x
	Customer-Specific Post-Release – Client Reported in Production	Client Bug/Issue Post		x
	Customer/ZINFI Meeting Onboarding Kick-Off Call	Client Mtg Kick Off	x
	Customer/ZINFI Meeting – Regularly Scheduled	Client Mtg	x
	Customer/ZINFI Meeting – Training	Client Mtg	x
	Customer/ZINFI Meeting – Requirement/Use Case Capturing	Client Mtg	x
	Customer/ZINFI Meeting – ZINFI Roadmap Presentation	Client Mtg Roadmap		x
	Customer/ZINFI Meeting – Executive Escalation	Client Mtg Escalation		x
	Internal Meeting – Customer Requirements	Int Mtg Client	x
	Internal Meeting – Knowledge Transfer	Int Mtg Knowledge Transfer		x
	Internal Meeting – General	Int Mtg General		x
	Customer/ZINFI Report Creation	Client Reports	x
	Client-Facing Documentation Creation/Editing	Client Docs	x
Development	Any ZINFI Internal Documentation (Non-Client Facing) Creation/Editing	Int Docs		x
	New Development – Customer-Specific Request	Client Dev	x
	R&D – Customer-Specific	Client R&D	x
	Data Migration – Customer-Specific	Client Data Migration	x
	UI Translation – Client-Specific	Client UI Translation	x
	QA – Customer-Specific Development/Configuration	Client SQA	x
Other	L1 – Report Creation for Partner or Client	L1 Report Creation	Additional Tag added to already existing Tag
	L2 or L3 – Report Creation for Partner or Client	L2/L3 Report Creation		x
	Escalation	Escalation		x
	Internal – Time Track (PTO, Vacation, etc…)	Int Time Track		x
	Internal – Hiring	Int Hiring		x
	Internal – Training	Int Training		x