Project Group Rate

A Project Group Rate is a billing rate applied to a group of projects. This is particularly useful when you have multiple projects with the same rate, allowing you to set a single rate for the entire group instead of configuring it for each project individually.

Create a Project Group Rate

1. Navigate to ⚙️  Settings from the left sidebar > Select Rate and Cost section.

2. Choose the Project Group Rate tab > Click in the right corner.

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

• Check/uncheck the Use system rate unit if you want to:

✅ Use system rate unit:

Select a rate from the Rate unit dropdown to assign to projects; else, select to create a new Rate Unit.

⬜ Don’t use system rate unit:

• Enter the rate manually in Rate per Hour.

• Select a Currency from the dropdown.

• Name: Provide a name for the rate group.

• Description: Optionally, add a description for the rate group.

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

4. Click to save the Project Rate.

Editing a Project Group Rate

To edit an existing Project Group Rate, follow these steps:

1. On the Project Group Rate, locate the rate you want to edit and click on it.

2. In the pop-up window, make the necessary changes to the fields: Rate unit, Name, Description and Projects.

3. Click to apply your changes.

Deleting a Project Group Rate

To delete a Project Group Rate, follow these steps:

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

2. Click at the end of the row.

3. Confirm the deletion when prompted.