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Different rates/resource for different clients doing the same skill

Last post 04-18-2008 8:32 AM by AdamArcher. 4 replies.
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  • 11-29-2006 2:37 PM

    • Chase45
    • Top 75 Contributor
    • Joined on 06-07-2006
    • New York
    • Posts 11

    Different rates/resource for different clients doing the same skill

    Can rates by resource be set up by client to reflect discounts that should be applied?

    Can different currencies be set-up by region to reflect cost per hour of resource?

  • 12-07-2006 4:56 PM In reply to

    Re: Different rates/resource for different clients doing the same skill

    Can you cite an example?  It sounds like you could just reverse the cost variance but maybe I'm missing something.

    To answer your second question, No.  There is only one enterprise wide setting for currency type (which is a localization setting across the board). 



    Steve Thompson | Solutions Consultant
    Daptiv


  • 01-24-2007 11:27 AM In reply to

    • Chase45
    • Top 75 Contributor
    • Joined on 06-07-2006
    • New York
    • Posts 11

    Re: Different rates/resource for different clients doing the same skill

    We have clients that are charged less per hourly rate person staff  based on either there size or  volumn of work they give us.
  • 01-24-2007 12:25 PM In reply to

    Re: Different rates/resource for different clients doing the same skill

    You have 2 options:  Assign the desired rate to your users at the project level, or at the task level.

    What this means is that in the Enterprise Admin zone you need to create an external billing rate reflective of the discount (or multiple rates if there are several).  Once you have this rate category (call it "Bulk Customer Discount" if you will) then you move on to the project.

    If you apply it to all users involved with that project:

    1.  Go into the project and list of members, then edit each member.
    2.  Assign the Bulk Customer Discount rate to those members.  This will supercede that user's Enterprise Rate just for this project.

    If some tasks are discounted and some are not, then you would want to assign the rate at the task level by editing each discounted task and setting the rate to Bulk Customer Discount rate.  The Task rate supercedes the Assignee rate.  If there is no Task rate, then the Assignees Project Rate takes precedent.  If there is no Assignee Project Rate then the Assignee's Enterprise Rate takes precedent.

    If you do not see any external/internal rates in your project it is because it is an permission that needs to be set for the role you play in the project.  In the admin zone select User Settings, then select Project Roles and pick the appropriate project type and role, and select "Can View Billable Rates" etc...
    Steve Thompson | Solutions Consultant
    Daptiv


  • 04-18-2008 8:32 AM In reply to

    Re: Different rates/resource for different clients doing the same skill

    Steve

    Will the method above also override the internal rate? I have the same problem as chase45 with the addition the our consultants charge us different rates for different skill sets we utilise. At the moment I am getting the chance to change the external rate when I add a member but not the internal rate thats preset set in the recourses. I am having to edit each assignees internal rate before assigning them a task and then resetting it once uploaded (a method I am not entirly sure even works).

     

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