Similar to Member Rates, you can update Rates in Role and Work Category Rate Group. Only the Bill Rate and Cost Rate in the same currency is allowed.

Case 1: Edit an existing Bill Rate

1. In Organizational Settings > Budget > Rates, click on the Bill Rate of the Role or Work Category that you want to edit.

   

2. Click on the hourly rate or description of the Rate you want to edit.

   

3. Select a Standard Bill Rate to replace the current one.

   If none of the Rates are correct, you can click on the Edit Standard Rate button at the bottom.

   

   You can then edit the existing Standard Bill Rate or create a new Standard Bill Rate.

   Note: Editing an existing Standard Bill Rate will affect all the instances using this Rate.

   

4. A confirmation modal will be presented, providing the option to modify the Rate of the Member either for all current Projects or solely for future Projects. Click the button for the desired action.

   

5. The updated Bill Rate is shown on the Bill Rate modal. Click the Done button.

   

Case 2: Add an additional Bill Rate

1. In Organizational Settings > Budget > Rates, click on the Bill Rate of the Role or Work Category that you want to edit.

   

2. Click the + Add New Bill Rate button.

   

3. Select a Standard Bill Rate to add.

   

4. A confirmation modal will be presented, providing the option to modify the Rate of the Member either for all current Projects or solely for future Projects. Click the button for the desired action.

   

5. You will see the additional Bill Rate. The Start Date defaults to today, but you can modify the date as described in the section above.

   

Case 3: Edit an existing Cost Rate

1. In Organizational Settings > Budget > Rates, click on the Cost Rate of the Role or Work Category that you want to edit.

   

2. Click on the current Cost Rate

   

3. Enter a new Cost Rate in the Total Hourly Cost field. Click Save.

   

4. A confirmation modal will be presented, providing the option to modify the Rate of the Member either for all current Projects or solely for future Projects. Click the button for the desired action.

   

5. The updated Bill Rate is shown on the Cost Rate modal. Click the Done button.

   

Case 4: Add additional Cost Rate

1. In Organizational Settings > Budget > Rates, click on the Cost Rate of the Role or Work Category that you want to edit.

   

2. Click the + Add New Cost Rate button.

   

3. Enter new Cost Rate in Total Hourly Cost Field. Click Save.

   

4. A confirmation modal will be presented, providing the option to modify the Rate of the Member either for all current Projects or solely for future Projects. Click the button for the desired action.

   

5. You will see the additional Bill Rate. The Start Date defaults to today, but you can modify the date as described in the section above.