Timesheet & Project Management Blog

 

Mike: Mike with Standard Time® with Ray White of Scoutwest and we’re answering your questions on how to better utilize Standard Time. Ray, today’s question kinda goes with the last question we had in the previous video about client billing rates. So within the firm I have different roles. So I have engineers, project managers, service techs-how do I get those organized within the client billing rates?

Ray: OK. So you want to set the rate on each project based on the role that the person plays; whether they are a project manager, team lead, service tech whatever they happen to be in your organization.

Bingo, that’s it.

Let’s switch over to the screen, I’m going to show you how that’s done. I’m going to start by going over to the tools menu and choosing user and organizations. We’re looking at the timesheet right now but I’m going to switch over here to look at the list of users. This is the list of users in the system, you can see this kind of hierarchy you’ve got here; properties on the right hand side. I’m going to click on a user and draw your attention to this field; the role field. In this case Buzz is a team lead. Click to another user, engineer, you can see that these roles that they are playing are different for each person, engineer here. These are the default roles that they might ordinarily or naturally play on a project. I’m going to bounce around here, stay with me. I’m going to go to the tools menu, switch over to employee billing rates. Cause this is where you set the rates based on each role that a person plays on each project. Here you have your default rates, you see those default roles; these are the client rates that you’re going to billing for the projects. You have your salary rates here, you can set those to zero if you need to. I’m going to go and look at a project where we’re overriding the rates. I’m going to collapse this, go over here and look at a project. You have your default rates there, you’ve got this overridden project. You can see that the roles may have changed. A person may take a different role on a different project and have a different rate. You can use the role rate, you can also use the default billing rate or you can just override it. I’ll switch over to another project, you see now a completely different role using the role rate in this case using the default rate. Switch to another project you see the role changing for each of these project, potentially people have different jobs that they might do for each of the projects. That is how you set the rates based on the roles that people play in the projects.

So Standard Time once again has made my life a whole lot easier. Man, the brain fog is lifted because of this, thank you so much. Download it today you’re not going to regret it. We’re answering more questions next time with Standard Time we’ll see you then.

Watch the video: https://www.youtube.com/watch?v=pliRWG2n-l8

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