How to edit the effective dates of a Rate in a Rate Group?

Navigate to Organization Settings > Budget > Rates, then select the Cost Rate or Bill Rate for the desired Role or Work Category.

Click on the Start Date or End Date.

The End Date labeled “Ongoing” cannot be modified.

Use the date picker to select a new date and click Done.

A confirmation modal will appear, prompting whether the updated Open Role Bill Rate should be applied to all existing Projects and Phases, or only to new ones. Select the option that best fits the intended use case, then click the corresponding confirmation button.

• Yes: Applies the updated Open Role Bill Rate to all existing Projects and Phases. This action cannot be undone.

• No: Keeps the current Rates for existing Projects and Phases, and applies the new Rate only to those created in the future.

The updated dates will be reflected in the Cost Rate or Bill Rate modal for the selected Role or Work Category. Click Done to finalize.

If multiple historical Rates are configured, editing a Start Date or End Date will automatically adjust the adjacent Rate periods to maintain continuity. These adjustments will be clearly outlined in the confirmation modal.