Manage rate cards

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Setup .

In the left panel, click Rate cards.

Click New rate card, then click Create new rate card.

Type a name and a description for the rate card in the New rate card box.

The name must be unique.

(Optional) Select a Group for the rate card. This is the agency that defines the rate card.

(Optional) Select a Company for the rate card. This is the client that the rates are contracted for.

Click Create.

The Rate Card > Job Roles and Rates screen appears.

Click Add job role.

In the New Billing Rate box, select a Job Role to define billing rates for.

(Optional) Select attributes for the billing rate such as Agency, Location, or Cost Center.

Select a Currency for the billing rate.

(Optional) Enter a Job role alias for the job role.

If the alias name you type does not already exist, you can add it.

When the rate card is attached to a project, the alias appears on information such as placeholder assignments, expenses, and reports, instead of the internal job role name.

In the Billing Rate field, enter the billing rate for this job role and its attributes.

(Optional) Select Lock rate to lock this rate and not allow it to be changed at the project or task level. You can unlock it later if needed.

(Optional) Click Add date effective rate to apply effective dates to the billing rate.

(Optional) Click Add date effective rate again to add more billing rates with effective dates for this job role and its attributes.

(Conditional) If you are adding more than one billing rate for this job role, enter the following information:

• Billing Rate: The value of the billing rate for the time period.

• Start Date: The date when the rate begins.

• End Date: The date when the rate ends.

  The first billing rate is not required to have a start date, and the last billing rate is not required to have an end date. Gaps are permitted between the rate dates, but overlapping dates are not permitted. During a gap, other areas of the billing rate hierarchy are used to determine the billing rate, based on a task’s revenue type. For more information, see Overview of revenue and cost hierarchy.

Click Save.

(Optional) To add another billing rate, either for the same job role with different attributes or for a separate job role, click Add job role.

The rates for each role are added to the rate card as you create them. The currently effective rate, based on the dates, is indicated with an icon .

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Setup .

In the left panel, click Rate cards.

To edit an existing rate card, click the rate card name in the Rate Cards list.

To update the rate card details, click Details in the left panel.

(Optional) To attach a custom form to the rate card, click the Add custom form field in the upper-right corner of the Details page, and select a custom form from the list that displays.

For more information on attaching a custom form, see Add a custom form to an object.

Click Save Changes after editing the rate card details.

Click Job Roles and Rates in the left panel to edit the billing rates.

To edit a rate, select the check box next to the rate and click Edit in the action bar at the bottom of the screen.

For more information about the action bar, see Use enhanced lists.

To delete a billing rate from the rate card, select the check box next to the rate and click Delete on the action bar.

To lock a rate, select the check box next to the rate and click Lock on the action bar.

Locked rates cannot be changed at the project or task level. A lock icon appears next to locked rates in the list.

You can also unlock a locked rate from the action bar.

To adjust rates by a percentage, follow these steps:

1. Select all of the rates you want to adjust on the Rate Card > Job Roles and Rates screen.

   You can choose one rate or multiple rates. All will be adjusted by the same percentage.

2. Click Adjust rates on the action bar.

3. In the Adjust job role rates box, choose whether you want the rate adjustment to happen during the selected time period (the existing effective dates) or a custom date range that you define.

   

4. Enter the adjustment value for the rates.

   This value is applied as a percentage. For example, if you enter 10, the selected rates will increase by 10%.

5. Click Update rates.

6. Click Update on the confirmation message.

   The selected rates are increased by the percentage.

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Setup .

In the left panel, click Rate cards.

Select the check box next to the rate card in the list and click the Copy icon .

Type a name for the new rate card in the Copy rate card box. Then, click Create.

The new rate card is saved. Edit the rate card details, job roles, and rates as needed.

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Setup .

In the left panel, click Rate cards.

Select the check box next to the rate card in the list, and click the Delete icon .