Please update links, they give a 404
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Setting up Project Specific Rates & Prices
Setting up Project Specific Rates & Prices
In general, project price is calculated using Billing Hourly Rates defined at the Organization and User levels (see Costs and Billing Rates).
In addition Clarizen allows a Financial user to define project specific billing rates and prices, used for calculations of the project prices based on the time tracking reports:
- Modify default billing rates of the job titles already defined in the organization specifically for the project.(to learn how to do this see Manage Project Specific Job Titles Rates section of the application help)
- Change resource hourly rates for specific work item (project, milestone, task). (to learn how to do this see Manage Resource Rates & Work Item Price section of the application help)
- Modified resource job title in specific work item . (to learn how to do this see Manage Resource Rates & Work Item Price section of the application help)
- Define fixed price of specific work item. (to learn how to do this see Manage Resource Rates & Work Item Price section of the application help)
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Hi,
Links are still not updated. Clarizen team - please address this.
Thanks
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Escalated to our education department, thanks
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Links not working
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Will re-escalae
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The links should now be functional. Thanks for your patience!
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I cannot see "Modified resource job title in specific work item" on the page that's being linked to.
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I don't see this either. I'm confused.
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All you need to do is select a work item, go to Misc >> Prices and Rates, and then change the job title for a particular resource.
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See screenshot: http://screencast.com/t/ZV1e0zakQl.
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amazing post
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Several links on this page are still broken. Please fix them.
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Amanda,
The links are fixed. Thank you for bring this to our attention.
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Some of these links are still broken
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Thanks, we'll have a look.
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All link still broken on
Setting up Project Specific Rates & Prices
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Links are broken please update
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Links are still broken
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Hello,
I'm not sure how to manage specific COST RATE for the project. I think the answer is in the second bullet, but the link is not working.
Thank you,
Riccardo
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Hello all past and future Clarizen users looking this up... I think I have found (despite not having the links) the answer.
We are a Solution Integrator and work in a number of arrangements with customers.
1. Direct - so we have our charge out rates
2. Through Partners - so we have a discount rate for each partner
For me - I have done the following...
- Clarizen Organisation Billing Regular Hourly Rate (Settings -> Global Settings - Cost and Billing Rates) is set to be our most common resource that we utilise (we have 5 resource roles). I have also used the same logic for the Cost Regular Hourly Rate
- The for each resource I go into the User Details section (https://app2.clarizen.com/Clarizen/User) and for each user:
- Cost rate per regular hour = "our lights on cost per user" + salary (hourly rate) this does not change
- Billing rate per regular hour = I have used our Direct Rate as the default
Now for the Projects...
When I create the project and have created the draft tasks and allocated the resources I then go into one of the views for the Project (Scheduling View for me) but the key here is to open the Resource panel and expand it to full screen. I had then added the columns by clicking on the cog-wheel icon (top left) and then managing columns. I added "Billing Rate per Regular Hour". It should show you the rate for the resources you have set.
So now when I have a Partner Project - I set the Billing Rate here.
Hope this helps the next person who searches for this topic.
And please point out if I have made any mistakes... I have only just worked this out, so very likely to trip over soon.
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