Set hourly and cost rates, with a start date

Set or change a person's rates

1. 1

   Step 1: Click Team in the top menu and find the person under People.

2. 2

   Step 2: In the last column (Hourly rates: billable · cost · from), type the billable rate in the first box and the cost rate in the second.

   Leave a box empty to keep that rate as it is.

   (opens the full-size image)

   Tap the image to enlarge it

3. 3

   Step 3: Set the date the new rates start in the third box. It starts with today.

4. 4

   Step 4: Click Save on that row. On a phone, tap the person in People: the sheet has Billable, Cost and From, and Save rates.

How the start date works

• The new rate applies to time tracked on or after the start date. The previous rate stays in force before it.
• Hours already tracked keep the rates they were saved with. Changing a rate doesn't re-price them.
• Saving another rate for the same start date replaces it.

Where these rates are used

• The billable rate is used on projects billed by Person hourly rates, unless the project sets its own rate for that person. See How hourly rates work.
• The cost rate is used on every project, for the Time cost and Profit in Reports → Profitability.