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Assigning Bill Rate to a Task

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Level 1

I have users that have multiple billing rates based on the project/customer/task. Is it possible to have multiple Billing rates assigned to a project where the user can select the appropriate rate on their timesheet, or assign the rate to a specific task? Thanks

2 Replies

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Level 10

Hi,

 

Have you explored the 'Fixed Hourly' revenue type setting available at the task level. My understanding is that with this setting applied, you can dictate a specific billing rate for hours recorded on that task (that will supercede any rate set at the user, job role or project level).This article goes into some detail about the different settings.

 

Best Regards,

RIch. 

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Level 4

This is what we do on those projects where we have those different costs. 

 

If the end users are on board, you could have say three tasks setup for logging time. One at the task level with that custom rate. Another at the user level for their assigned rate, and then a third to be based on their job role for the task. Probably a bit too much complexity, but could work here.