Override job role billing rates at the company level
The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the release to Preview, the same features are also available monthly in the Production environment for customers who enabled fast releases.
For information about fast releases, see Enable or disable fast releases for your organization.
When a job role is created, you have the option to select an hourly billing rate for that role. You can create multiple hourly billing rates that are specific to a company. Each billing rate is effective for a specific date range.
At the project level, you can enable an option to allow company-level billing rates to override project-level rates. For more information, see Override Project-Level Billing Rates with Company-Level Billing Rates.
Access requirements
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|---|---|
| Adobe Workfront package |
To add rate attributes to company-level billing rates: Workflow Ultimate To create company-level billing rates and edit all other rate settings: Any Workfront or Workflow package |
| Adobe Workfront license |
Standard Plan |
| Access level configurations |
Administrative access to Companies if you are not a System Administrator Edit access to Financial Data |
For information, see Access requirements in Workfront documentation.
Override or change an established billing rate used for a specific job role
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Click the Main Menu icon
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Click Companies.
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Locate the company where the job role is assigned.
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Click the company name in the list.
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Click Billing Rates in the left panel.
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Click Add Billing Rate > New Billing Rate, or Add Billing Rate.
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In the New Billing Rate dialog, select a Job Role to define the billing rate for.
In the Production environment:
The Default Billing Rate displays the system-level rate for this job role.
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In the Billing Rates 1 field, enter the billing rate. Then, click Save to override the billing rate one time.
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Click Add Rate to add more billing rates with effective dates.
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(Conditional) If you are adding more than one billing rate, enter the following information:
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Billing Rates 1, 2, etc.: The value of the billing rate for the time period.
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Start Date: The date when the rate becomes effective.
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End Date: The date when the rate 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.
note NOTE Job role rates changed on the project will only impact only that project. Rates changed at the company level will impact all projects. For more information, see Overview of overriding billing rates and calculating revenue on a project.
In the Preview environment:
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Select attributes for the rate such as Agency, Location, or Cost Center.
These attributes are defined separately and may affect revenue and cost calculations. For more information, see Define rate attributes.
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Select the Currency for the rate. The Workfront administrator adds the Base Currency in the Setup area. You can change the selection to another available currency, and you can change the currency on effective dated time ranges.
note tip TIP Only currencies available in the Exchange Rates area in your system are available in this field. If you only have one currency set up, only that currency is available. For information about setting up the Base Currency in Workfront, see Set up exchange rates.
For information about changing the currency of a project, see Change the project currency.
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In the Billing Rate field, enter the billing rate for the job role.
This is the billing per hour rate of the job role. This value calculates the planned and actual revenues of tasks and issues associated with the role, and ultimately the planned and actual revenues of the projects. Enter the rate using the selected currency.
If you use attributes, the attributes and the job role combine to define a unique rate. For example, a Designer role in New York for Agency A can have a separate rate from a Designer role in Paris for Agency B.
For date effective billing rates, click Add date effective rate. Enter the hourly billing rate for the time period, and assign a Start Date and End Date as needed. The first billing rate will not have a start date and the last billing rate will not have an end date.
Workfront allows you to leave gaps between date ranges, but you will receive a warning to confirm this is intentional.
For information about how Workfront calculates revenue, see Overview of Billing and Revenue.
note tip TIP When editing an existing rate, you can sort the list to see the most recent start date at the top of the rate list. -
Click Save.
note NOTE Job role rates changed on the project will only impact only that project. Rates changed at the company level will impact all projects that have the company assigned. For more information, see Overview of overriding billing rates and calculating revenue on a project.