Role-based rates are available (with limits) on all plans.
See the Rates feature access table for more information.
What
Role rates define a shared billable rate for users assigned to the same role (for example, Designer, Engineer, or Copywriter). These rates can be selected on projects as an alternative to user or project rates.
Why
  • Standardize billing across similar job types.
  • Reduce manual rate updates for individual users.
  • Apply consistent pricing across multiple projects.
Who
  • Site admins can create roles and manage role billable rates.
  • Project admins can select role rates from the rate type picker on projects.
  • Users with Edit hourly rates permission can choose role rates where allowed.
When
Use role rates when multiple people perform similar work and should share a consistent billing rate.

Before you start

  • Role rates are optional and only apply when selected on a project.
  • When a user is removed from a role, any projects where that role rate was applied keep the last value as a project rate. Future updates to the role rate no longer affect that user.

Define role billable rates

Each role can have one or more billable rates, depending on your currency setup.
  • Single-currency sites
    • Each role has one billable rate.
  • Multi-currency sites
    • Each role can have one billable rate per supported billing currency.
    • When applied on a project, the role rate always matches the project’s billing currency.
See also
To learn how to create and manage roles, see the Roles article.

Edit role rates

Role rates are edited directly from the Roles table.
  1. Click People in Teamwork.com's main navigation.
  2. Select the Roles tab.
  3. Scroll to the relevant role.
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  4. Hover over the role’s billable rate and click the pencil.
  5. Enter the new rate value.
  6. Confirm the update.
Updating a role rate immediately affects all users currently using that role rate across projects. Each change is recorded in project rate history.

Apply role rates on projects

Role rates appear as an option in the Billable rate type picker for users who have an assigned role.
  1. Open a project.
  2. Go to Finance → Rates.
  3. Scroll to the relevant user.
  4. Select a Role rate from the billable rate type picker.
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If you edit the billable amount after selecting a role rate, the rate type converts to a project rate. You can reselect the role rate at any time.

Best practices

  • Standardize thoughtfully: Use role rates where work and pricing are consistent.
  • Edit carefully: Changes can affect multiple users and projects at once.
  • Review history: Use project rate history to audit billing changes.