Setting up rates for a project

Rates are used to calculate billing amounts if the project uses a Time Billing plan; you don’t need to assign rates if the project’s bill plan isn’t Time-based. Refer to Adding a bill plan to a project for more information on Time Billing and other bill plans.

For Time Billing projects, there are three types of rates:

• Project rate - default rate, used if no other rates are assigned to a resource
• Role rate - associated with roles that resources can be assigned
• Resource rate - a rate associated with a specific resource

Each resource will be billed using the most specific rate available to them. That is:

1. If a user rate is assigned to a resource, they’ll be billed at that rate.
2. If no user rate is assigned, and their assigned role is enabled for the project, they’ll be billed at their role rate.
3. If neither a user rate nor their role rate is available, they’ll be billed at the project rate.

To add a rate that can be used for the project:

1. Open the project, and click the Edit button located at the top, right-hand corner of the page.

   

2. In the Rate Card card, click + Rate Type, and select a type.

3. For resource rates, select the resource name. For role rates, select the role. Note that resources and roles must first be added to the project. 

The default rates for the resource or role selected will automatically populate the field. 

4. In the Billing Rate field, customize the rate for that resource/role/project.

5. You can add additional rates with an effective date for that resource/role/project by clicking the  icon:

You can add rates for additional resources/roles by clicking the + Add Rate icon:

FAQs

Why can’t I click Save in the rate card?

Check that no empty rows display for rates – empty rows prevent you from saving changes.