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 |
|
| Who |
|
| When | Set site-wide rates before
time tracking begins, then
apply role, client, or project
overrides when pricing differs
for specific work. |
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Who can see
rates?
Cost rates are
sensitive financial information.
- Users do not automatically have access
to
view cost rates.
- Cost rates are site-wide user rates that apply across all
projects
a user logs time on, and are
restricted to site owners and owner company site
administrators.
- Project-level rate
visibility is controlled through
project
permissions. Project rates affect
billable
rates only and do not create
project-specific cost rates.
| Visibility
layer | What users can
access | Controlled
by |
|---|---|---|
| Site-wide rates | View and manage site-wide
billable and cost rates for
users. | Site
owners and owner
company site
administrator access. |
| Project hourly
rates | View or edit the billable
hourly rates
used on an individual
project. Project rates affect
billable rates only, not cost
rates. | Project-level View Hourly
Rates and Edit
Hourly Rates permissions. Project
admins are granted
these permissions
automatically. |
| Project budget and
profitability | View project financial data
that can include cost-based
profitability
information. | Permissions such as View
Project Budget, Manage Project Budget,
and View Project Budget
Profitability. |
| Possible rate
inference | In some cases, users may be
able to calculate or infer
cost
rates from financial reporting
data, even without direct
access to rate values. | Budget, profitability, and
reporting access granted on a
project. |
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Only grant rate,
budget, and profitability permissions to
users who should have access to sensitive
financial information.
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. |
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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 | Grow | Scale |
|---|---|---|---|---|
| Set and manage
site-wide user rates | ||||
| Change site-wide
cost rates
retroactively | ||||
| View user rates
history | ||||
| Bulk edit user
rates | ||||
| User rates
management view per
project | ||||
| Change project
billable rates
retroactively | ||||
| Role rates | ||||
| Client role
rates |
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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.