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How to modify a resource’s cost rate and bill rate?

A resource’s cost rate and bill rate are configured in Settings to account for their effective dates, ensuring accurate management over time.

Steps to follow

  1. Go to Settings (gear icon at the top right), then click on Team.
  2. Locate the Cost Rate / Bill Rate sections.
  3. Select the resource you want to update.
  4. Click Add or on an existing line to modify the cost rate and bill rate.
  5. Define the date range during which these rates should apply to avoid any overlap.

  • Always check the effective dates before saving.
  • Ensure that periods are properly defined to maintain data consistency.