Fees and stages

What this is

With Clarity TF (Time & Fees), every project on the plan can carry its client from your clients list, a status (Live, Bid, On hold or Closed), its start and end dates, its fee and its stages.

A fee is usually split by stage. Use RIBA stages 0-7 lays out the eight stages of the RIBA Plan of Work, each with a plain line saying what's involved; remove the ones you're not doing, change any line, or add your own stages. Stages are one level deep - there are no tasks inside them.

Give each stage its own fee and the project's fee is their total; or leave the stages unpriced and type one fee for the whole project. Fees are ex VAT.

Now marks the stage the project is at. It shows on the plan under the project's name, and from timesheets onwards it is where hours land by default.

Fees are money, so only owners and admins see them - on the plan, a member sees the stage but never the fee.

Start to finish

1. On the plan, press Fee & stages beside a project.
2. Pick the client, the status and the dates.
3. Press Use RIBA stages 0-7, or add your own stages.
4. Type each stage's fee and tick the stage it is at now.
5. Press Save.

How to

• Open it: on the plan, Fee & stages beside the project's name (owners and admins only). On Clarity TF's own address, tf.clarity-oo.com, it opens on Projects - every project with its client, status, stage now and fee - and Fee & stages is on each line.
• A client that isn't on the list: type it in "or type a new client" - it is added to your clients list as you save.
• Lay out the RIBA stages: Use RIBA stages 0-7. It is only offered while the project has no stages.
• Move or remove a stage: the arrows and the cross beside it. Whatever you had typed is saved first.
• Add a stage: type it in the empty last row and press Save.
• Change the stage it is at: tick Now beside it and press Save.
• Manage your clients: Settings, then Clients - change their details, or archive one you no longer work for. Nothing about them is deleted.