Rates

Before you begin

Check your Permissions

• To See and Edit Member Rates you need to also have Rates permission enabled at Workspace level.
  Only Workspace Members with Business Tier accounts can have Rates permissions enabled
  

It’s possible to have Quotes permissions and not Rates permissions, these users will see Quote line items but not the detail of their Rates.

Workspace Financial Settings 

Before you start, you (or a Workspace Administrator), can set up the Financial Settings for the Workspace.
These are optional

• To set up Rates, you probably want to also have at least one Currency configured on your Workspace
  You need to be a Workspace Administrator to Add Currencies
  When currencies are added you have the option to create each Quote in one of the defined currencies.
  There is no conversion between currencies available at this time.
  
  
• To set up Rates, you may want to have Custom Units to your Workspace
  You need to be a Workspace Administrator to Add Custom Units.
  The standard Units are Day, Hour and Unit. If your team regularly uses other units they can be added here.
  

Adding Rates to Your Workspace Team and Resources 

Rates can be added to Members, Resources and Roles at a Workspace level.

Permissions

Permissions around Workspace Rates are based on having the Rates permission, and the level of access is also controlled by the Workspace Permission Profile.

1. You must have a Business Tier Member, with Rates permissions configured to see the Rates tab for the Member, Role or Resource

2.  If Rates permission is enabled, the following permissions are enforced by the Workspace Permission Profile.

• Workspace Administrators with Rates Permissions, can see, edit and delete Workspace Rates
• Workspace Members or Limited Members with Rates Permissions, cannot edit or delete Workspace Rates, but if they have Quotes permissions they will see the Rate when adding a Workspace item to a Quote.

Workspace Members

1. As a Workspace Administrator, with Rates permissions, go to the Team > Members view
2. Click on a Member to load them in the Inspector
3. Click on the Rates tab
4. Here you can define
   Units: Which Units apply to this Member
   Default Unit: Which Unit should be selected by default when this Member is added as a line item to a Quote
   For each selected Unit, add a Rate

Workspace Roles

1. As a Workspace Administrator, with Rates permissions, go to the Team > Roles view
2. Click on a Role to load them in the Inspector
3. Click on the Rates tab
4. Here you can define
   Units: Which Units apply to this Role
   Default Unit: Which Unit should be selected by default when this Role is added as a line item to a Quote
   For each selected Unit, add a Rate

Workspace Resources

1. As a Workspace Administrator, with Rates permissions, go to the Team > Resources view
2. Click on a Resources to load them in the Inspector
3. Click on the Rates tab
4. Here you can define
   Units: Which Units apply to this Resource
   Default Unit: Which Unit should be selected by default when this Resource is added as a line item to a Quote
   For each selected Unit, add a Rate

Rates in Quotes

Permissions

Permissions around access to the Rates within a Quote is based on having the Workspace Rates and Quotes permission.
To see a Quote in any project, you must be a Member of that Project.

1. You must have a Business Tier Member, with Quotes permissions configured to see the Quotes tab in any project.

2. You must have a Business Tier Member, with Rates permissions configured to see the Rates in the Workspace, and to see the Rate for any line item in a Quote

3. You must be a member of the Project to see the Quotes.

Line items with Workspace Rates

When Adding Line items which have a Rates on the Workspace defined, that Rate will be pulled in by default, using the Default Unit.

For example for Sound Studios we defined above a 250 / Hour Rate, and that Hour is the default Rate, so when a Sound Studio item is added to a Quote this information is populated.
It can be edited in the line item if needed, and this will not change the Rate definition at Workspace level

Line items without Workspace Rates

You can also add Line items which do not have Workspace Rates applied, and here you will need to add the Rate manually 

Rates in Quote Templates

When you save a Quote as a Quote Template, the Rate ism included in the saved Template

If you use a Template which has a Rate saved there, this is the Rate which is used in the Quote, and not the Workspace defined one