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Separate billing and cost rates from one another in the Access Level object

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Level 7

3/5/21

Billing and Cost rate access, within Financial Data, is treated as equal parameters in Workfront.


However, in practice cost rates, unless banded, are much more sensitive than billing rates.


We would like an option to split the two in the Access Level so we can cater for the following scenarios:


  1. As a project manager, I want to set the billing rate of my resources or users, in order to calculate project profitability.
  2. As a project manager, I want to review the cost rate of my resources, in order to budget the right resources for my project.
  3. As a Finance manager, I want to set the billing and cost rate of my department, in order to calculate chargeable utilisation on projects.
  4. As an Account Director, I want to see the billing rate per hour of a resource, in order to provide an estimate to a potential client.

The user cases above demonstrate a requirement to separate who in the system can view/edit billing or cost rates,


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I would recommend adding additional options:


  • View Role Billing Rates
  • Edit Role Billing Rates
  • View User Billing Rates
  • Edit User Billing Rates
  • View Role Cost Rates
  • Edit Role Cost Rates
  • View User Cost Rates
  • Edit User Cost Rates


Best,


Christian