Customer and project hourly rates

If the pricing of work hours varies between accounts (customers) and projects, recording contract prices in the account or project card's hourly rate list facilitates the creation of project invoices with the correct hourly charges. The project price list price overrides the account price list price, which in turn overrides the hourly rate defined in the general settings. The hourly pricing utilizes the program's job types, professional titles, or user-specific pricing. If a user has been assigned a specific hourly rate, it overrides any professional title rate, which in turn overrides the jobtype rate. More information about the pricing logic can be found here.

Processing of hourly rate lists is generally similar for both account and project cards. The difference is that more than one hourly rate list can be created for an account card, with one being active and that can be retrieved for use on the project card. On the project card, in turn, a different professional title can be added for a user for that particular project.

Permissions: Projects > Pricelist / Accounts > Pricelist
PSA plans: Growth, Business, Enterprise, Enterprise+

Account hourly price lists

The prices of the account price list are used in hourly invoicing when the respective project does not have its own price list.

Adding Account-specific Jobtype Rates

The account's job type price overrides the general settings' work type price.

1. Click on the account card Hourly rates > Edit.
2. Click Add in the area for jobtypes.
3. Select Jobtype group or an individual Jobtype from the dropdown menu.
   -Jobtypes and their groupings are defined in the time entry settings. Selecting a group brings all associated jobtypes together for pricing.
4. Set the price for the jobtype.
   -By default, the price defined in general settings will be displayed. The default price will be used if the field is cleared.
5. Determine whether the job type is Billable or not.
6. Click Save.

Adding Account-specific Professional Title Rates

Account professional title pricing overrides the general settings' professional title pricing, as well as the jobtype pricing on the account card.

1. Click on the account card Hourly rates > Edit.
2. Click Add in the Professional titles section.
3. Select the title from the dropdown menu.
   -Professional titles are defined in the time entry settings.
4. Set a price for the title.
   -By default, the price defined in the general settings will be displayed.
5. Click Save.

Adding Account-specific User Rates

The account's user price overrides the hourly billing rates set in user management, as well as the professional title rates and job title rates in the account card.

1. Click on the account card Hourly Rates > Edit.
2. Click Add in the Users section.
3. Select a user from the dropdown menu.
4. Specify a price for the user.
   -By default, the price defined in user management will be displayed.
5. Click Save.

Project Hourly Price Lists

If you provide project-specific prices for jobtypes, professional titles, or users, they will override the prices available on the account card or from general settings. The project's hourly rates can be created "from scratch" or imported from the active rate card on the account card as a basis for editing.

Bringing the account's hourly price list as the project's hourly price list

You can import the hourly rates defined in the account card directly as the project's hourly rate list or as a basis for editing. If the project already has hourly rates, the program will ask if you are sure you want to replace the prices.

Adding Project-Specific Jobtype Pricing

If you want staff to use only the selected jobtypes for project time entries, activate Use only selected jobtypes.
Project jobtype prices override the jobtype prices set for the account or general settings.
Setting prices works the same way as on the account card. If the jobtype price is left blank, the default price will be retrieved from the account card, or if absent, from the general settings.

Adding Project-specific Professional Title Pricing

Project professional title prices override account card and general settings prices, as well as project card jobtype prices.
Setting prices works the same way as on the account card.

Adding Project-Specific User Pricing

Project user prices override the user prices on the account card and user cards, as well as the job type and professional title pricing on the project card.
Setting prices works the same way as on the account card.

Defining project-specific exception titles

You can define a title for the user that deviates from their normal title defined in the user card, on a project-specific basis.
In the Enterprise+ multi-company plan, it is also possible at this point to select a user from another company, provided the user has permissions to log hours for projects of this company.

1. Click on the project card Hourly rates > Edit.
2. Click Add in the exceptional titles section.
3. Select the user from the dropdown menu.
4. Assign a project-specific exceptional title to the user and Save.