Recurring engagements
A retainer that refreshes each period — set the cadence and decide what happens to unused time.
A recurring engagement refreshes its allocation every period — the classic monthly retainer. Instead of one budget for the whole contract, each period gets its own allowance, and pacing resets with it.
Set it up
Turn on Recurring on the Retainer (or Time & materials) type. Then on the Timeline step:
How often it refreshes: Weekly, Monthly, Quarterly, Annually, or Custom (every N weeks / months / years).
The budget (hours or dollars) each period gets — set as the budget amount, labeled "Per-period allocation."
What happens to time you didn't use when the period rolls over (below).
Rollover policies
- Use it or lose it — unused allocation is discarded each period; the next period starts fresh.
- Carry unused — leftover time rolls into the next period.
- Carry up to a cap — leftover rolls over, but never more than a maximum you set.
Because the allowance resets, the pace and utilization you see track this period — so you can spot a client who's over- or under-using their retainer while there's still time to act on it.
A recurring engagement has no fixed end date — it keeps refreshing until you archive it. There's no whole-contract burn-up, just the current period's usage.