Override Team Member Rates for a Project

Overview

The default cost rates and bill rates for all new projects are based on your account settings:

• Cost Rate—The cost rate for account members is set in the Account Member side panel and the default cost rate for unnamed resources is the average of all cost rates entered for members with that same role.
  Note: Only account members with Report Viewer with Cost (or higher) Account Permissions can see and update cost rate information.
• Bill Rate—Bill rates are set using the roles defined on Rate Cards. If your account is not using Rate Cards, an account member’s bill rate is set in the Account Member side panel.

There may be instances where you want to change the cost rate or bill rate for one project. For example, you may want to reduce cost rates to apply a discount for a specific project. From the Rates & Roles page, you can modify cost rates on a per-project basis. If Rate Cards are not activated on your account, you can modify bill rates as well.

Here are a few considerations when overriding cost rates or bill rates:

• When you modify rates for an account member, an asterisk (“ * ”) will appear next to the new rate and you can hover over the asterisk to see what the default rate is.
• If you can modify the bill rate of an unnamed resource, there is no visual indication when the bill rate has been modified from the default rate.
  Note: To override bill rates for unnamed resources, the Override Bill Rates feature must be activated for your account and Rate Cards must not be activated. To learn more about activating Override Bill Rates, contact Customer Success.
• If you can modify the cost rate of an unnamed resource, there is no visual indication when the cost rate has been modified from the default rate.
  Note: To override cost rates for unnamed resources, the Override Cost Rates feature must be activated for your account. To learn more about activating Override Cost Rates, contact Customer Success.
• Team members will not be assigned bill rates if:
  • Rate Cards are not activated on the account and the project currency does not match the default currency in account settings.
  • Rate Cards are activated, but the role on the project is not included in the rate card.
  • Rate Cards are not activated and they do not have an account Bill Rate.
• Cost Rates will default to 0 if the member doesn't have a cost rate for that currency.
• Based on account settings, you may not be able to add roles that are not included in a project’s Rate Card, which can help reduce the number of overrides needed.
• Rate and role overrides affect both Insights and Margin cost reports. Rate differences are reflected based on the selected project.

How to Override a Team Member's Rate

1. Select Projects in the left navigation.
2. In the Project List, select your project to open the project workspace.
3. To the right of the project name, click the Actions (“   ”) icon, then select Rates & Roles.
   
4. On the Rates & Roles page, locate the team member you want to update cost rate for, then click in the corresponding Cost Rate cell and enter the new value.
   Note: Only account members with Report Viewer with Cost (or higher) Account Permissions can see the Cost Rate column.
   
5. Click out of the cell to automatically save your changes, selecting Yes if a confirmation modal appears and you would like to apply the member's new rate to their previously scheduled hours. Otherwise, select No.
   
   Note: If a team member's Cost Rate is different from the account Cost Rate, an asterisk (“ * ”) will appear next to the new rate. Hover over the asterisk to see what the account Cost Rate is.
6. Locate the team member you want to update the bill rate for, then click in the corresponding Bill Rate cell and enter the new value.
   Note: You can only override the bill rate for team members if Rate Cards are not activated on your account. If they are activated, this column is named Current Bill Rate.
   
7. Click out of the cell to automatically save your changes, selecting Yes if a confirmation modal appears and you would like to apply the member's new rate to their previously scheduled hours. Otherwise, select No.
   Note: If a team member’s Bill Rate is different from the account Bill Rate, an asterisk (“ * ”) will appear next to the new rate. Hover over the asterisk to see what the account Bill Rate is.
   

How to Remove a Project Cost Rate Override

1. Select Projects in the left navigation.
2. In the Project List, select your project to open the project workspace.
3. To the right of the project name, click the Actions (“   ”) icon, then select Rates & Roles.
   
4. On the Rates & Roles page, locate a cost rate that has been overridden—denoted with an asterisk (“ * “) in the Cost Rate column—then click the More (“   ”) icon next to the team member and select Remove Cost Rate Override. Your changes automatically save.
   
   Note: Alternatively, you can just delete the entire value (including the currency symbol) in the Cost Rate column to automatically revert the number to the default cost rate.
5. If a confirmation modal appears, select Yes if you would like to apply the member's new rate to their previously scheduled hours. Otherwise, select No.