Billing Rate for Placeholder

  • 1
  • Question
  • Updated 4 years ago
What are the steps to add a billing rate for a placeholder. Currently it shows $0.00 (Project rate) and I'd like my forecast to reflect accurately.

(Originally posted by mdushane)
Photo of Archived Post

Archived Post, Official Rep

  • 2132 Posts
  • 6 Reply Likes

Posted 4 years ago

  • 1
Photo of Archived Post

Archived Post, Official Rep

  • 2132 Posts
  • 6 Reply Likes
Hi

Follow the below steps to assign a billing rate to a place holder or a resource (user).

  • Click on Project Management tab in the top menu.
  • Search and go into the Project to update.
  • Go to billing rates, by clicking on the Billing Rates tab.
  • Click on +Add Billing Rate.
  • In the pop-up box, select the billing rate, which you to want to assign
  • Then go to the team section, by clicking on the Team tab.
  • Click on Add Rates¬†or Project Rate - $0.00, beside the placeholder or name of the team member.
  • Check the new billing rate that was added.
  • Uncheck the default project rate (if required).
  • Click on Done.






(Originally posted by Krishna Kumar)