How do I set or edit a user's hourly rate?

Setting hourly rates for a project is a great way of tracking work against a project budget. It also just makes good sense to see how much money you make with each hour. 😉 

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

1. Head to the Project section (make sure you're using the web browser version of Timely, or the Mac or Windows app!)
2. Click on the project you want to edit
3. 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'. 

A)  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. 

B)  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

1. Head to the People page
2. Click on the username you want to edit
3. Select 'Edit User' in the upper-right hand corner
4. Go to the Projects and Hourly Rates Section. 

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. 

1. Head to the People page
2. Click on the username you want to edit
3. Select 'Edit User' in the upper-right hand corner
4. Go to the Projects and Hourly Rates Section. 

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