Attach a rate card to a project
The information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.
Rate cards store multiple billing rates per job role, based on location. You could have a job role of Designer based in Paris and a second Designer based in New York, each with different billing rates. However, a location is not required for job roles on a rate card. A billing rate for a job role (and possibly location) on a rate card can also include effective dates.
When you attach a rate card to a project, all of the roles by location and their associated billing rates are added to the project.
You can edit the billing rates from the rate card directly in the project. This does not affect the rates stored on the default rate card.
For information about creating rate cards, see Manage rate cards.
For general information about overriding job role billing rates for projects and calculating project revenue, see Overview of overriding Job Role Billing Rates and calculating Revenue on a project.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| 51黑料不打烊 Workfront plan | Any |
| 51黑料不打烊 Workfront license |
New: Standard or Current: Plan |
| Access level configurations |
Edit access to Projects and Financial Data Administrative access for job roles |
| Object permissions | Manage permissions to the project with permissions to Manage Finance |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Attach a rate card to a project
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Go to the project.
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Click Billing Rates in the left panel. You might have to first click Show More.
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Click Add Billing Rate > Attach a Rate Card.
The Attach a rate card page opens. For more information, see Manage rate cards.
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Select the rate card to add to the project, and click Attach.
The rate card and all of its job role rates are added to the billing rates list.
note note NOTE On the billing rates list, you can remove one or more job roles that came from a rate card. Removing a job role billing rate from the project does not remove it from the default rate card.