Hourly rates and pricelists – Help Center

Learn how to set the hourly rate per user, jobtype and professional title and how the pricing rule works at the account and project level.

Content

Set the default hourly rate for a user
Set the user's hourly rate at the account level and project level
Set the default hourly rate per jobtype/professional title
Set the hourly rate for job types/professional titles at the account level and project level

Description

Work-hour pricing hierarchy determines the hourly rate at which work hours are invoiced.

Hourly rates can be selected for all your customers based on 3 variables: hourly rate/user, hourly rate/job type and hourly rate/professional title.

You can even set the hourly rate at the account level or the project level for specific accounts or projects. The pricing of invoiced work hours follows a hierarchical structure, i.e. pricing rate set at the project level takes precedence over the pricing set at the account level.

Permissions: Accounts, Projects, User Management, Time Tracker,

Setting an hourly rate for a user

You can set the hourly rate for a user from the User profile or specify the hourly rate for the user at the account level or project level.

Note! The pricing module follows a hierarchy structure. The user's hourly rate set at the project level takes precedence over the price set at the account level. If no hourly rate is set at the project or account level, the default pricing set for the user in the user profile will be applicable.

Setting the default hourly rate for a user

Navigate to the user profile either from the sidebar or from the User Management section in the Settings
Click on the more options icon (...) to view the user profile
Scroll down to Employment Details
Update the User price per hour
NB! The User's internal hourly cost is different from the User price per hour. As opposed to the User's internal hourly cost, the user price per hour is the rate at which you will invoice the client if you choose to invoice by price per user. Filling in the User's internal hourly cost is important if you want to monitor the internal costs for hours. Basically, when the user tracks their hours, you can compare your internal costs for tracked hours versus the budgeted costs based on the external price if you invoice per-user rate.

Setting an hourly rate for a user at the Account level

Navigate to the account
Click on Invoicing from the header
Scroll down to Define Account Specific Hourly Rate
Click on Add Pricelist
Name the pricelist and click enter
Navigate to Users and add users from here
The default hourly rate set in the user profile as explained above will be automatically shown here
You can now update the hourly rate specific to this account from here

Setting hourly rate for the user at the Project level

Navigate to the project
Navigate to the Project Card and click on Invoicing
Scroll down to Define Project Specific Hourly Rates
Navigate to Users
The default hourly rate set in the user profile as explained above will be automatically shown here
You can now update the hourly rate specific to this project from here. If there is an hourly rate specified at the account level, the project-specific rate will take precedence over the account rate

Setting an hourly rate based on job types or professional titles

You can also choose to set different pricing for different job types. For example, you can invoice the job type project management as more expensive than data entry.

Setting the default hourly rate for job types and professional titles

Navigate to the Time Management settings from the Feature Settings
Scroll down to Job Types and further down for Professional titles
Click on New Jobtype/New Professional title
Add the Jobtype/Professional title and add the hourly rate
This will be the default hourly rate for all job types/professional titles. If no hourly rate is set at the project or account level, the default hourly rate will be applicable to the customer.

Setting hourly rate for a jobtype/professional title at the Account level

Navigate to the account
Click on Invoicing from the header
Scroll down to Define Account Specific Hourly Rate
Click on Add Pricelist
Name the pricelist and click enter
Navigate to Jobtypes/Professional title
The default hourly rate set in the Time Management Settings as explained above will be automatically shown here
You can now update the hourly rate specific to this account from here

Setting hourly rate for a jobtype/professional title at the Project level

Navigate to the project
Navigate to the Project Card and click on Invoicing
Scroll down to Define Project Specific Hourly Rates
Navigate to Jobtypes/Professional title
The default hourly rate set in the Time Management Settings as explained above will be automatically shown here
You can now update the hourly rate specific to this project from here. If there is an hourly rate specified at the account level, the project-specific rate will take precedence over the account rate