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Planview Customer Success Center

How to use different billing rates for the same resource on different projects?

Scenario

One resource needs to book time on two projects. There is a billing rate in the user profile, which is the rate that is required for one project. For the other project a rate of 0 is required.

Is this possible without using billing rates that are imported into the engagement for all resource, but just using rate defined in the user setup?

Solution

You can define a billing role and resource on the engagement with the 0 rate, and then select the billing role when assigning the same resource to the task. Note that all tasks that you assign to the same user with the same billing role will have 0 rate under that engagement.

You can then create a role with 0 rate and call it "No-billing rate" to make it clear for users that the role is to be used for this purpose.

Alternatively you can assign the user to a non-billable task.