Bill Rate assignment to Task

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  • Updated 10 months ago
Is there a way to assign a bill rate directly to a task? (without have the person who is putting in their time have to do something special?)

Julie
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Samsel, Julie

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Posted 2 years ago

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Aashnee Kamboj, Community Moderator

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Hi Julie,

The billing rate needs to be assigned to manually. The automatic assignment is not available.
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Samsel, Julie

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That is not what I am requesting. Let me attempt to be more specific. I am asking if it is possible to add a bill rate to a TASK instead of adding it to a PERSON, so that the task would automatically pull that bill rate when reports are run. Does that make more sense?
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Aashnee Kamboj, Community Moderator

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Hi Julie,

We do understand the requirement. It is unfortunately, not possible to do this right now. We will discuss this internally and check if this can be put under consideration
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Kathy

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This is exactly what I came to find out as well. We have staff who are billable at both a technical and non-technical rate, depending on the task. I've been looking for a way to assign a rate for each to a specific task. 
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Williams, Nick

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We would like to have the same feature added, it is a nuisance for users to have to click an additional drop down to change the billable rate after selecting a task on a project. It would seem there would be a way to lock in a billable rate for a particular task to eliminate users from forgetting to change the billable rate.