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Overriding Job Role Billing Rates at the Company Level

The highlighted information in this article refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

When a job role is created, you have the option to select an hourly billing rate for that role. You can create an hourly billing rate that is specific to a company.

At the project level, you can enable an option to allow company-level billing rates to override project-level rates. For more information, see "Overriding Project-Level Billing Rates with Company-Level Billing Rates."

Overriding a Job Role

To override or change an established billing rate used for a specific job role:

  1. Go to Setup in the Global Navigation Bar, and select Companies.
  2. Locate the company where the job role is assigned.
  3. Click Edit Company in the upper-right corner.
  4. In the Billing Rates section, select the job role you want to edit, and enter the new billing rate for that job role in the Company Billing Rate box.
    NOTE Job role rates changed on the project will only impact only that project. Rates changed at the company level will impact all projects. For more information, see "Overriding Job Role Billing Rates on a Project and Calculating Revenue."

 

Audited 6/13/2018 

This article last updated on 2018-10-08 16:17:53 UTC