TeamBoard TimePlanner

Project Rate

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Only App Admins and Billing Admins have permission to configure or update the Project Rate. To grant these permissions, please visit here.

A Project Rate is a billing rate applied to all tasks within a specific project. It ensures that all tasks under the project are billed at the same rate when you assign resources to those tasks.

Creating a Project Rate

  1. Navigate to ⚙️  Settings from the left sidebar > Select CleanShot 2025-09-15 at 22.06.46@2x-20250915-150652.jpg Rate and Cost section.

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  1. Choose the Project Rate tab > Click CleanShot 2025-09-17 at 00.36.35@2x-20250916-173642.jpg in the right corner.

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  1. In the form, fill in the following details:

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  • Project: Choose the project for which you want to create a rate from the drop-down list.

  • Check/uncheck the image-20250617-113754.png if you want to:

✅ Use system rate unit:

Select a rate from the Rate unit dropdown to assign to this project; else, select image-20250617-113829.png to create a new Rate Unit.

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⬜ Don’t use system rate unit:
  • Enter the rate manually in Rate per Hour.

  • Select a Currency from the dropdown.

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  1. Click image-20250617-114327.png to save the Project Rate.

Editing a Project Rate

To edit an existing Project Rate, follow these steps:

  1. On the Project Rate page, locate the rate you want to edit.

  2. Click CleanShot 2025-09-16 at 14.34.48@2x-20250916-073455.jpg at the end of the row.

  3. In the pop-up window, modify the Project and Rate unit as needed.

  1. Click CleanShot 2025-09-16 at 14.35.54@2x-20250916-073614.jpg to apply the changes.

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Deleting a Project Rate

To delete a Project rate, follow these steps:

  1. On the Project Rate page, find the rate you want to delete.

  2. Click CleanShot 2025-09-16 at 14.52.29@2x-20250916-075234.jpg at the end of the row for the rate you want to remove.

  3. Confirm the deletion when prompted.

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