Manage Account Bill Rates

Bill rates are required for billable Time Tracking activities. They allow you to set hourly rates for project participants in order to more accurately track project costs. You're able to set default rates for your participants which can be applied to all projects they are a part of or you can set different rates for different projects. When a time sheet is entered and a commitment is selected, the pay out calculations will be determined based on the established bill rate for that user. Bill rates can be set at the account level as well as the project level.

To manage account bill rates

  1. Go to the Manage Users page.
  2. Click the name of the user you wish to manage bill rates for.
  3. The User Details page is displayed.

  4. Click Manage Membership.
  5. The Manage Membership for (User) page is displayed.

  6. Click the Manage Bill Rates tab.
  7. To set a default hourly rate, click the Edit link next to the Hourly Default Bill Rate.
  8. Choose the projects for which to make the user billable by choosing the Billable check box(es).
  9. To edit the rate per project, enter the amount in the Bill Rate Per Hour column.
  10. Click Save.

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