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Defining Global Rates

Cost and billing rates can be set globally or at the project level. Global rates can be applied throughout the organization and for all projects created in Cost Tracker. Changes to the global rates affect all projects where global rates are enabled.

The number of projects using the global rates is displayed in the heading so project managers can visualize the number of projects impacted by changes to the rates.

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Fixed rates and multiple flexible rates can be defined for each role at the global and project levels.

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  • In the Global Cost Rates tab, set the initial rate, the current rate, and the flexible rates for each role.

  • In the Global Billing Rates tab, set the initial rate for each role.

Set Global Cost Rates

Global Cost Rates are role-based rates set globally for all Cost Tracker projects. These rates are defined for each role at the application level and applied wherever the roles are assigned to team members working on projects. Enable projects to use the global rates in project configuration; otherwise, the project-level rates are used by default.

If a team member in a project has not been assigned a role, they assume the default member role and inherit the project's default cost rate.

  1. On the Cost Tracker home page, click Global Settings in the upper-right corner.

  2. Click Global Cost Rates.

  3. Expand the Role Name for the role you want to add a global rate to.

  4. Enter the value for the Initial Rate in the Cost Rate column.
    The changes are made inline and saved as you move to another row.

  5. Click Apply Changes.

Changes that are made to the global cost rates are applied to projects where the team roles are involved with the project.

If you have a large number of Cost Tracker projects, a progress dial is displayed until the changes are applied.

Add a Flexible Rate Based on Dates

Flexible rates are applied when an effective date is reached. The effective rate is labeled the Current Rate when the effective date is reached.

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  1. In Global Cost Rates, expand the Role Name for the role you want to add a flexible rate to.

  2. Click the + to add an effective date.

  3. Select an Effective Date for this rate.

  4. Enter the Cost Rate that takes effect at the selected date.

  5. Click Yes to save this rate.

    Globa_cost_effect.jpg

Delete a Global Cost Rate

Initial Rates cannot be deleted, but the values can be deleted. When the initial rate is null, and no flexible rate is defined for the role, the default hourly rate replaces the Global Cost Rate for team members in projects.

  1. In Global Cost Rates, expand the Role Name with the rate you want to delete.

  2. Hover over the rate, and then click the delete icon.

Set Global Billing Rates

Global Billing Rates are role-based rates set globally for all Cost Tracker projects. These rates are defined for each role at the application level and applied wherever the roles are assigned to team members working on projects.

You cannot delete a Global Billing Rate, but you can delete the value.

  1. On the home page, click Global Settings in the upper-right corner.

  2. Click Global Billing Rates.

  3. For a team role, enter the billing rate value in the Billing Rate column.

    The changes are made inline and saved as you move to another row.

    Leave undefined billing rates empty.

    glob_billing.jpg

You can update the values inline in the Billing Rate column at any time.

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