Set up a Job Role for Billing
The information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.
Workfront allows you to bill a user under a different job role than their primary job role. This is useful when a person temporarily performs work that should be billed at a different rate.
You can assign a Job Role for Billing in two ways:
- At the project level: Use this when the person should be billed under the same job role for the entire project.
- At the assignment level: Use this when you want to bill differently on specific tasks.
- A Job Role for Billing applies only to people (users). It does not apply to generic job roles or placeholders.
- Adding a Job Role for Billing affects the billing rate only, not cost.
- Assignment-level billing always takes priority over project-level billing.
For more information, see Overview of revenue and cost hierarchy and Create advanced assignments.
Access requirements
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|---|---|
| Adobe Workfront package | Workflow Ultimate |
| Adobe Workfront license | Standard |
| Access level configurations | Edit access to Rate Cards |
| Object permissions | Manage permissions to the project |
For information, see Access requirements in Workfront documentation.
Assign a Job Role for Billing at the project level
When you create a job role for billing on a project:
- The billing role applies to all tasks and assignments within the project for that user.
- Billing uses the selected job role’s billing rate, but cost still follows the user’s primary role.
To assign a job role for billing at the project level:
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Open a project.
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Click Resource for Billing in the left panel.
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Select the Job role for billing tab if it is not already displayed.
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Click Add > Add job role for billing.
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On the Add job role for billing box, select the User.
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Select the Job role to use as the job role for billing for this user on this project.
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(Optional) Click Add job role to define effective dates for the job role for billing. Enter the Start and End dates for the job role.
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Click Add job role again to specify additional billing roles for different time periods.
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Click Save.
Example at the project level
John’s primary job role is Designer 1. The project requires a Senior Designer, and John is filling in.
You would set the Job Role for Billing to Senior Designer at the project level.
Result:
- Billing revenue is the Senior Designer rate
- Cost is the Designer 1 cost rate (John’s actual cost rate)
Assign a Job Role for Billing at the assignment level
When you add a job role for billing on an assignment, the setting overrides a project-level billing role for that specific assignment only.
To assign a job role for billing at the assignment level:
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Open a project and locate the task.
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Go to the task’s Advanced Assignments.
For information, see Create advanced assignments.
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On the task assignment grid, locate the column Job role for billing.
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Select a job role for each assignment where you want different billing.
note note NOTE If a job role for billing was assigned at the project level, it appears on the assignment. You can click in the Job role for billing field and select another job role to use for the assignment.
The information icon notifies you whether a job role for billing was defined at the project or the assignment level.
Example at the assignment level
John’s primary job role is Designer 1. He is billed as a Senior Designer at the project level, but there is one special task requiring a Principal Designer billing rate.
You would set the Job Role for Billing to Principal Designer on that assignment only.
Result:
- All of John’s other tasks bill as Senior Designer
- This one task bills as Principal Designer
- Cost remains Designer 1