Step-by-step guidance
Who can do this: You need access to people rates and permission to view and manage them.
Before you begin
- The person whose rates you are setting
- Approved hourly cost and billable rates, with their currency
- The dates when the rates should apply
Steps
- Open People and choose Add rate beside the person.
- Enter Cost rate, Billable rate, and Currency.
- Set Effective from and, if needed, Effective to. Check for overlaps with existing rates.
- Choose Add rate to save, then review the project cost forecast.
Expected result
The person’s cost and billable rates are saved for the selected dates.
Next action
Review project budgets and forecast cost after rates are current.
Common problems
- Check effective dates if rates overlap.
- Cost rate is the organization’s hourly cost; billable rate is the hourly charge to the client.
- If Add rate is missing, ask an administrator to check your plan and rate permissions.