Specifying resource billing rate

richofing
Mega Contributor

We have resources working on a project, and they have rate cards that tell us the cost. But our resources also have a billing rate. For example, John Doe has a cost rate of $100/hour but we bill his work to our customers at $150/hour.   We would like to be able to specify both his cost rate (which we can do with rate cards) and a billing rate.

Is there a way to do this?   Thank you!

Ric

2 REPLIES 2

bryan_strasburg
Mega Guru

To figure the how, I would want to work through the specifics of what you do with this rate.. (i.e. compare to cost, track profits.. or generate an invoice), but just to nudge you in the right direction... consider creating groups for your different Position - Bill Rates.   Add the user to the appropriate group.   OOB there is a billing rate field on the sys_user_group table, you just need to add it to the form.   Consider using a Group Type (the GlideList on same table) to specify this is a "Position-Billing" group type.


Hi Bryan, I was not able to find a billing rate field on the Group table. There is an hourly rate, which I have added, but this is for calculating costs.   We really want to be able to calculate how much a client would be billed for this resource/group (ie "revenue"), though we won't be using it for invoicing.



Ric