Bill Rate
Each user in Unanet can have a bill rate associated with their user id at the person level. This is accomplished via the Administrative Person Profile > Rates screen. These relationships are time bound (thus, you can have various person level bill rates over time).
Person level bill rates may be overridden using project assignments or project plans on a project by project basis. When a project assigner/planner creates a project assignment/plan the source for the bill rate may be either:
Person Rate - The person level rate will be recorded with time entries.
Labor Category Rate - The rate associated with either the master or project level labor category will be recorded with time entries. Project level labor categories can have their own rate options as well, including:
Master Labor Category Rate - The rate designated at the master labor category level would be the default value for a project level labor category.
Project Level Override - The master labor category rate can be overridden at the project level such that Labor Category 1 could have a $100 rate on Project A and a $125 rate on Project B.
No Labor Category Rate - You also have the option of not using rates at all.
Custom Override Rate - A custom rate can also be provided which will be recorded with time entries.
Note that a users ability to view bill related fields is governed by each users Bill Rate Manager role assignment. Further, the Allow Bill Rate Edit (unasource.allow_bill_rate_edit) property can be used to control whether these fields are view only or editable.
The bill rates are used in calculations on various reports for time associated with billable project types.
This value is expressed in your systems base currency as an hourly rate.
Note regarding Non-Billable Amount Suppression:
When charging Actuals to a non-billable project type, the hours values may be included in report output, however, any associated billable/revenue amounts will reflect $0.00. This determination is based on the project type selected when saving the timesheet rather than the project's default project type.
Similarly, for any reports that use Assignment or Planned Work hours to calculate expected revenue, the billable/revenue amounts will also reflect $0.00 for projects having a non-billable default project type.
IMPORTANT RATE UPDATE NOTE: When modifying or removing person profile rate entries or Assignment rate entries, do note that all non-LOCKED/non-EXTRACTED time entries that overlap the date range of the rates being changed, will be updated to reflect the resulting rate information.
Note regarding Subcontractors: If the bill rate is not specified, it will default to zero.