Manage rate cards
The information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.
Rate cards allow you to define multiple billing rates per 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.
Access requirements
Expand to view access requirements for the functionality in this article.
You must have the following access to perform the steps in this article:
For more detail about the information in this table, see Access requirements in Workfront documentation.
Add a rate card
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Click the Main Menu icon
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In the left panel, click Rate cards.
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Click New rate card, then type a name for the rate card in the New rate card box, to replace “Untitled Rate Card.”
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(Optional) On the Rate Card Details screen, add a Description.
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(Optional) To attach a custom form to the rate card, click the Add custom form field in the upper-right corner 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.
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Click Job Roles and Rates in the left navigation panel.
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On the Rate Card Job Roles and Rates screen, click Add job role.
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In the dialog, select a Job Role to define billing rates for.
The Default Billing Rate displays the system-level rate for this job role, if one is defined.
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Select a Currency for the job role.
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(Optional) Select a Location for the job role.
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In the Billing Rate 1 field, enter the billing rate for this location. Then, click Save to override the billing rate one time.
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Click Add Rate to add more location-specific billing rates with effective dates.
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(Conditional) If you are adding more than one billing rate for this location, enter the following information:
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Billing Rate 1, 2, etc.: The value of the billing rate for the time period.
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Start Date: The date when the rate override begins.
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End Date: The date when the rate override ends.
Billing Rate 1 will not have a start date and the last billing rate will not have an end date. Some dates are added automatically. For example, if Billing Rate 1 does not have an end date, and you add Billing Rate 2 with a start date of May 1, 2023, an end date of April 30, 2023 is added to Billing Rate 1 so that no gaps exist.
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Click Save.
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(Optional) To add another billing rate, either for the same job role in another location or for a separate job role, click Add job role.
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(Optional) To edit a rate card, click the rate card name in the Rate Cards list in Setup. To edit a billing rate, click Job Roles and Rates in the left navigation panel of the rate card. Then, select the rate and click the Edit icon
Copy a rate card
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Click the Main Menu icon
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In the left panel, click Rate cards.
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Select the check box next to the rate card in the list and click the Copy icon
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Type a name for the rate card in the Copy rate card box, to replace “Untitled Rate Card.” Then, click Save.
The new rate card is saved. Edit the rate card details, job roles, and rates as needed.
Delete an entire rate card
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Click the Main Menu icon
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In the left panel, click Rate cards.
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Select the check box next to the rate card in the list, and click the Delete icon
NOTEA rate card attached to a project will be deleted from the project.