Setting hourly rates allows you to see how much money you make with each hour logged to a project.
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
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
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.
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.
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 Capacity & Rates section:
