Adding billing roles

BEFORE YOU BEGIN  Before you begin setting up your Roles, refer to Introduction to billing for labor.

Will you need roles?

Yes.

Roles establish the base billing rates for hourly labor. Each role is associated with a billing rate, and optionally a block hour multiplier. The role rates are used as the default rates when billing for labor by the hour. The number of roles you require depends on how your company charges for resource labor. Refer to Introduction to billing for labor.

Resources often fill multiple roles, and can therefore be associated with multiple billing rates.  In this case, the resource can be added to a department's resource list multiple times, once for each role, or added to additional departments.

NOTE  Best Practice: Set up the fewest number of roles possible.
You may be able to make do with one billable role (call it something generic like "Support" or "Consulting"). Then use work types to modify this base rate based on the type of labor by charging for example 1.5 times the base rate for "On-site Support". Refer to Work types.

How to