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Rates and Rate Groups

Define role or work category-based rates, creating standardized, shareable pricing structures across various projects for consistency and efficiency

Rates

Standard Bill Rates

Member Bill Rates

Member Cost Rates

Cost Rates

Can I override the Rates of a Project?

How to assign a Bill Rate to a Member?

How to edit the effective date of a Member Bill Rate?

How to update a Member Bill Rate?

How to delete a Member Bill Rate?

Rate Groups

Rate Groups

How to create a Rate Group and add Rates?

How to update a Rate in a Rate Group?

How to archive or delete a Rate Group?

How to edit the name of a Rate Group?

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