Rates are available (with limits) on all plans.
See Feature access below for more information.
Feature overview
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 site-wide cost rate. Billable rates can be overridden using project rates, role rates, or client role rates.
Why
  • Ensure consistent and accurate client billing.
  • Understand internal delivery cost for profitability reporting.
  • Support different pricing models across clients, roles, or projects.
Who
  • Owner company site admins manage site-wide billable and cost rates.
  • Project admins can manage project billable rates where permissions allow.
  • Standard users may require additional permissions to view or edit rates.
When
Set site-wide rates before time tracking begins, then apply role, client, or project overrides when pricing differs for specific work.

How rates work together

  • Project rates override all other billable rate types.
  • Client role rates override standard role rates when selected.
  • Role rates override the user’s site-wide billable rate.
  • User rates apply when no other rate type is selected.
  • Cost rates always come from the user’s site-wide cost rate.

Billable rate types

When selecting a rate on a project, the Billable rate type dropdown shows all rate options available for that project. The options shown depend on which rate types exist for the user, role, client, and project.

Rate type
Description
User rate
The default billable rate assigned to a user on the People page.
Project rate
A custom rate applied specifically to the current project.
Primary role (Client rate)
The client-specific rate for the user’s primary role.
Primary role (Role rate)
The standard billable rate for the user’s primary role.
Client rates
Additional client-specific role rates available for the project’s client.
All roles
The standard role rates defined across your organization.

Multi-currency behaviour

  • Site admins can define separate site-wide billable rates per currency.
  • Role billable rates can also be set per supported billing currency.
  • Project billable rates always use the project’s billing currency.

Feature access

Rates capability
Free
Deliver
(and Pro)
Grow
(and Premium)
Scale
(and Enterprise)
Set and 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





Explore rate configuration

  • User rates: set default billable and cost rates across your site.
  • Project rates: apply project-specific billing overrides.
  • Role rates: standardise billing for users in the same role.
  • Client rates: set client-specific rate variations for roles.