| What | Rates control
how time is billed to
clients and how internal
labour
cost is calculated. Every user has
a site-wide billable
rate and a cost
rate.
Billable rates can be
overridden on
individual projects using
project
rates or role rates. Cost rates are
always taken from the
user’s site-wide cost
rate. |
|---|---|
| Why |
|
| Who |
|
| When | Set up site-wide rates before time
tracking begins, and apply
project-level overrides when
client
agreements or budgets require
different pricing. |
Before you start
- Billable rates determine client
billing.
- Cost rates reflect internal cost and never
affect billing.
- Cost and billable rates can be set for
standard users and client users.
Permissions
| User permission
level | View
project hourly
rates | Edit
project hourly
rates | View
project profitability |
|---|---|---|---|
| “View rates” | |||
| “Edit rates” | |||
| Project
admin | |||
| External company
admin | |||
| Owner company
admin |
Only owner company site admins can view or manage site-wide billable
and cost rates. External company
admins
do not have access to site-level rate
actions.
How rates interact
- Project billable rates override
role
and user billable rates.
- Role billable rates override the
user’s site-wide billable rate when
selected.
- Site-wide billable rates are used
when no project or role rate is
selected.
- Cost rates always come from the
user’s site-wide cost rate.
Multi-currency
behaviour
- Site admins can define separate site-wide billable rates per
currency.
- Role billable rates can be defined per
supported billing currency.
- Project billable rates always use the
project’s billing currency. When applying
a user or role rate, Teamwork converts the
appropriate billable value at that
time.
Feature access
Free
Forever (&
other legacy plans) | Starter | Deliver (&
Pro) | Grow (&
Premium) | Scale (&
Enterprise) | |
|---|---|---|---|---|---|
| Set & manage
user rates | |||||
| Change cost rates
retroactively | |||||
| View user rates
history | |||||
| Bulk edit user
rates | |||||
| User rates
management view per
project | |||||
| Change project
billable rates
retroactively | |||||
| View site-wide
billable rates | |||||
| Manage site-wide
billable rates | |||||
| View site-wide
cost rates | |||||
| Manage site-wide
cost rates |
Explore rate
types
- User rates — set
default billable and cost rates
across your site.
- Project rates —
apply client- or project-specific
billable overrides.
- Role rates —
standardise billing for users in
the same role.