Setting hourly rates allows you to see how much money you make with each hour logged to a project.Â
Before we get into how to do this, note: if you edit an hourly rate globally for a project or individual, it will change all hours previously logged on that project.
Set hourly user rates per project from the Project page
- Head to the Project section (make sure you're using the web browser version of Timely, or the Mac or Windows app!)
- Click on the project you want to edit
- Click on Edit Project button in the top-right corner of the screen to land on the project settings page, and go to the People and Hourly Rates section:
4. You have two options for setting a hourly project rate: 'Same for Everyone' or 'Individual Rates'.Â
A) Â To Set the 'same for everyone' rate on the project:
Enter the hourly rate that you'd like to apply to everyone on the project. The hourly rates you enter will auto-populate for all users on the project.Â
B) Â To Set 'Individual Rates':
Select the box next to each user to give them access to the project. Next, enter whatever hourly rate you want to set for each individual.
C) To Make a project non-billable:If you do not aadd an hourly rate option to the project, it will be saved as non-billable. There's nothing more to do!
Set a user's project rate on the their Permissions page
Adjust individual project rates for projects that don't have 'Same for Everyone' rate attached to them.
Individual hourly rates per project
- Head to the People page
- Click on the username you want to edit
- Select 'Edit User' in the upper-right hand corner
- Go to the Projects and Hourly Rates Section.Â
Here you'll be able to add or remove the user from Projects and adjust their hourly rate for Projects with the 'Individual Rates' setting.
- Projects using 'Same for Everyone' rates are grayed out and can't be edited
- Non-billable projects will state Non-billable
Set a default rate for the user
Setting a default rate for a user will auto-populate the user rate for all projects with 'Individual Rates' setting. You can always adjust an individual rate for a user, per project; the default rate is designed to save you time.Â
- Head to the People page
- Click on the username you want to edit
- Select 'Edit User' in the upper-right hand corner
- Go to the Projects and Hourly Rates Section.Â