Create job roles and rate cards

Last update: May 8, 2026

CREATED FOR:

The video explains how to create a job role and a rate card, and how to attach and remove a rate card from a project.

Key takeaways

Job Roles Structure Project Tasks: Job roles represent skills needed for tasks and can be assigned to users based on their abilities and availability.
Rate Cards Define Billing Rates: Rate cards list billing rates for job roles and act as contracts with customers for project billing.
Flexible Rate Management: Both job roles and rate cards allow setting cost and billing rates with effective dates, supporting time-based pricing changes.
Rate Card Overrides: When a rate card is attached to a project, its rates override job role rates, but project-specific overrides remain unaffected.
Easy Attachment and Updates: Rate cards can be attached or removed from projects, and updates can be pushed to existing projects to ensure accurate billing.