Billing roles, hourly rates and staff cost

Two rates matter for every hour: what it bills at, and what it costs you. The first comes from the person's billing role; the second is theirs alone.

1. 1

   Publish hourly rates

   Click Publish new rates and add each billing role with what an hour of it bills at. Rates are versioned with the rest of the rate card.

   SettingsRate cards
2. 2

   Give each person a role

   Open Rates, click the pencil beside a person, and choose their billing role. Enter what an hour of theirs costs.

   Time
3. 3

   Negotiated rates

   For a client who pays different rates, set their own rates on their page, under Rates, or add them to one engagement of theirs. The engagement's come first, then theirs, then the rate card's.

   Campaigns

Who sees what staff time costs

Cost rates, and what approved hours cost, are shown only to roles with See staff cost (Finance and Admin, unless you change it under Roles & permissions). Everyone else sees hours and what they were worth at bill rates. A cost rate is never written to the audit trail: it records that the rate changed, and who changed it, without the amount.

What it changes on a campaign

For people who may see it, a campaign's Margin is shown after staff time: billed plus unbilled, less vendor costs, less what the approved hours cost. The Margin after staff time report does the same for every campaign and client.