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Custom billing rates per individual, per portfolio, per project

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Level 9

27-07-2021

Hi WF Community,


The ability to add custom billing rates per individual, per portfolio, per project.


At present, you can only add a billing rate per individual on their user record; however, if that user has a $80/hr bill rate for Portfolio A, and a $95/hr bill rate for Portfolio B, and a $110/hr bill rate for Portfolio C, there's no current way to solve for this. Yes, you can set them up under a job role and control custom bill rates at the company and project levels, but we have way too many people to do this for, and would have to set up hundreds, if not thousands, of job roles to account for the many custom bills rates per individual. This would destroy the intended use of job roles for other needs, and would be a beast to maintain.