A customer would like to change hourly rates on registered hours.
There are several ways to change hourly rates.
- Via Manage hourly rates in the Project menu
Here you can select a specific employee, customer, project or project manager and click Show.
To change the hourly rates, you need to mark the registrations, in the Select action menu select how you would like to change the hourly rates and then click OK.
When changing hourly rates for allocations, the changes apply only to future time registrations. However, if you change allocated and registered/actual hours, you will be able to change hourly rates as of a specific date. Please note that you cannot set a date in the future. If you select a future date, today’s date will be used instead.
- Directly from the project
You may also select to change hourly rates directly from the project.
You find the registrations in the project plan and click the little arrow to see the registrations:
Here you have two options:
a. You select Change hourly rates on allocations, which leads you to the Manage hourly rates report for the project you were on.
b. You double click the registration and change the hourly rate. The corrections is changed automatically, once you select the new hourly rate: