Set up cost rates

Set rates in Settings → Organization → Cost rates. Changing them needs the Financial data permission, which only Administrator holds by default. Open in Teamhood

Set a rate

1. Select one or more rows: the organization default, teams or people.
2. Select Change rate.
3. Enter the Hourly rate, choose From the start or From a day, then select Save.

• By default, a row’s first rate starts From the start, and a change to an existing rate starts today.
• Each row gets a new entry from that date. Earlier entries stay.
• One undo reverts the whole change.

To correct one entry, expand the row’s history, then select Edit or Delete in the entry’s menu.

Remove a rate

1. Select one or more rows, then select Change rate.
2. Select Remove rate.

Every entry of those rows is deleted. Their hours, including hours already logged, then use the next rate in line. One undo brings the entries back.

Check and copy the rates

Needs attention lists people whose hours may be priced wrongly. Export and Import copy the rates as a CSV file.

Give team members a rate of their own

1. In the menu of a team with a rate of its own, select Copy rate to members.
2. Check the names, then select Copy rate.

One undo removes the whole copy. How budgets and cost are calculated explains why a rate of their own keeps their past cost fixed.

Deleted people and teams are not listed or exported.

Next

• How budgets and cost are calculated
• Roles and permissions