Within Teamwork, you can set hourly billable
and cost rates
individual users on your site.
Note: The actions a user
can take relating to user
rates
depends on their permissions.
Changes to existing rates for a user will apply for the entire day on which the rate is updated. For example:
- A user's billable rate is changed at 11:30AM on April 6th.
- The new rate will apply to the user from the previous midnight, i.e. the entirety of April 6th.
- Any time logs for that user for April 6th and the future will use the new rate.
Once a rate is set for a user, the
corresponding value
for time logs added to invoices on your
projects will be calculated based on the
chosen hourly
rate for the user.
Setting site-wide rates
Owner company site
administrators can
manage site wide user rates in
multiple ways.
When adding a new
user or
editing an existing one, the user's
site wide hourly rates can be
customized in the Essentials tab of
the user details modal.
Alternatively, user rates can be quickly
updated via the Billable/Cost Rate columns
in the site level People area.
Clicking into a rate field will open the
field in edit mode where you can type a
new rate or update the current value. The
rate will save once you press Enter on
your keyboard or click your cursor away
from the field.
Setting billable rates on a
project
Setting billable rates on a
project
User rates can also be set
for
individual projects on your site. To
manage project billable rates, go
to the Finance tab of your
project and click the Billing subsection. Select the Set
Rates option
near the top right.
In the rates modal, you can use the rate
fields to set an hourly rate for each
supported project member.
- Any user with a site-level billable rate already set will have that pre-populated in their rate field. This can be updated to set a rate specific to the current project.
To the right of each user with an active rate, you will see an icon indicating whether the rate is site-level or project-level.
You can also use
the overall rate field at the bottom of
the modal to set a blanket rate for
everyone on the project.
Note: Inputting a number into this field will automatically update the existing project rates for each user in the modal.
Click Update at the bottom of the modal to save your changes.
Bulk editing user
rates
In both the site-level
People
area and the People subsection of
a project, you can use the bulk
actions toolbar to set rates for
multiple users at once.
Note: Bulk
editing of site wide user rates
can only be done by owner company
site administrators.
Use the checkboxes on the left to
select the relevant users and
click Set hourly
rates from
the bulk actions toolbar at the top of
the list.
In the Hourly Rates modal, you can use
the text field to set a rate across all
selected user.
- When bulk editing at site level, this
rate will be applied as the site-wide
billable rate for each selected
user.
- When bulk editing at project level,
this rate will be applied as the
project-wide billable rate for each
selected user.
For more information, see: Working with User
Rates