Erroneous billing rates appearing in projects

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  • Updated 2 years ago
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We have numerous Project Managers that create projects in Replicon for many clients. We currently use Billing Rates under Administration to create individual billing rates specific to the client and project in question. Then we add those rates to the billing rate tab in said project. We've noticed that on many of our projects, this billing rate tab already contains numerous billing rates that are not at all associated with the project. Not sure if they appeared due to a project being copied but that seems unlikely. We've also asked several of the Project Managers if they added the billing rates, to which they have all said no. Each billing rate has to be removed one at a time from the tab which can take forever. Just wondering if this is a common issue and if there is a way to figure out why this is happening. I will be creating some test projects to see if I can replicate it.
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Barens, Kelly

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Posted 2 years ago

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Barens, Kelly

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Additional info - I went to one of the Clients in Replicon and saw that under Client Billing Rates tab, there were also erroneous rates listed. I thought perhaps that is why they were generating in the new projects, so I added erroneous rates to a test client and then created a new project under that client. Under the project billing rates tab, those same rates appeared. My guess is this is the cause of the issue, though I still don't know why the rates show up under the clients in the first place. Will post again if I answer that question.
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Aashnee Kamboj, Community Moderator

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HI Kelly,

Whenever you create a client, all billing rates are added by default. This is by product design. Now whenever you are creating a new project, the client selection ensures the copy of all these billing rates at the project level as well. In order to avoid the addition/copy of billing rates at the project level, create the project without client selection. Once the project is created, click on the project info and add the client then. This will ensure that the billing tab is left blank and the billing rates can be added manually.

Thanks,
Aashnee
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Barens, Kelly

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Ok, we will try that solution when creating projects. Is there a way to prevent all of the billing rates from automatically appearing under the Client Billing Rate tab? It's a huge task to go in and delete them all each time.