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Only users with App Admin role can access and manage Rate and Cost settings.
Setting up Rates and Costs lets TimePlanner calculate how much time costs across people, teams, and projects.
It helps you:
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Track the cost of work accurately.
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Compare costs between people, teams, or projects.
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Estimate budgets before work starts.
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Report on actual costs after work is done.
To set up rates and costs, go to Settings → Rate and cost.
Recommendation:
Choose the Rate Unit tab to begin with. This is where you define the base hourly rate that everything else depends on.
Set Up Rate Unit
A Rate Unit defines how much 1 hour of work costs. It’s a reusable pricing rule you can apply to resources, groups, or projects.
To create a Rate Unit:
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Navigate to ⚙️ Settings from the left sidebar > Select the Rate and Cost section.
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Go to the Rate Unit tab > Click
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Fill in the fields in the Pop-up:
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Name: A descriptive title for the rate.
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Description: Optional notes to explain the purpose or context of this unit.
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Rate: The numerical value for the cost per unit of time.
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Currency: Select from the available currencies configured in Fields Data (e.g., USD, EUR, SGD).
If the currency list is empty, or you need another one, click 
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Click
Set Up Resource Rate
A Resource Rate is the hourly cost assigned to one specific person. It’s often used to reflect their salary or billing rate per hour.
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Navigate to ⚙️ Settings from the left sidebar > Select the Rate and Cost section.
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Choose the Resource Rate tab
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Select the member you want to assign the rate to > Click
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In the form, fill in the following details:
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Set the date range the rate should apply to (this time range can’t overlap if the resource has multiple rates).
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Check/uncheck the option for Use system rate unit if you want to:
✅ Use system rate unit:
Select a rate from the Rate unit dropdown to assign to this member; else, select 
⬜ Don’t use system rate unit:
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Enter the rate manually in Rate per Hour.
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Select a Currency from the dropdown.
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Click