Manage hourly rates

Introduction

This report can be used to exchange hourly rates for allocated and/or registered hours.

Description

Report view

  • Under View, select the desired filters.
  • Under View Options, select which additional data you wish to include in the report.

Editing hourly rates on allocations

This report presents time registrations within the selected filter, listing the existing hourly rate.

  • In the Hourly rate column, click the drop-down menu to select a different hourly rate for the registration.
  • Tick the checkboxes of the registrations you wish to change.
  • Under Select action, you will find three options for changing the hourly rate:
    • Allocated hours: Changes the hourly rate for the allocations without affecting already registered hours.
    • Allocated and registered hours: Changes the hourly rate for allocations and hours registered on the task.
    • Allocated and registered hours from a specific date:Changes the hourly rate for allocations and hours registered after the selected date. Click OK, then select the date.

Special remarks

When changing hourly rates on allocations, the changes apply only to future time registrations. However, if you change allocated and registered hours, you will be able to change hourly rates as of a specific date.

Invoiced time registrations are locked for editing.

Last updated 11 Jun 2020