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In Cost Tracker's Project List, open a project.
The Overview tab is selected by default.
Click the Configuration tab in the top-right, then do one of the following:
- Select Cost Rates to add project cost rates.
- Select Billing Rates to add project billing rates. The Billing Rates tab is only available when Revenue Tracking is set for this project.
Expand a team member's name to view their rates.
Click the + at the right end for the team member to add a new rate with an effective date.
The initial rate is displayed to indicate the rate that was set at the beginning of the project. The initial rate can be derived from the global rate inherited from the assigned role.
In the Add Effective Date dialog, select an Effective Date for the new rate.
Enter the Cost Rate when selecting the Cost Rates tab and the Billing Rate when selecting the Billing Rates tab.
The Billing Rate tab is available only when Revenue Tracking is set for the project.
Click Save when done.
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Click to expand the team member name in the Cost Rates or the Billing Rates table and view the list of rates.
To change the Effective dates :
- Select a flexible rate in the list and click in the Date column to reassign an effective date.
To make inline changes to the Cost rates or the Billing rates:
Click on the rate in the Cost Rate column to edit it.
If the value is left empty, then the Hourly Cost Rate is used.
Click on the rate in the Billing Rate column to edit it.
If the value is left empty, then the Hourly Billing Rate is considered.
Scroll down the list of rates to make any additional changes.
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