Manage rate cards

Last update: Tue Dec 05 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
System Setup and Administration

CREATED FOR:

Admin

The information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

Rate cards allow you to define multiple billing rates per role, based on location. You could have a job role of Designer based in Paris and a second Designer based in New York, each with different billing rates. However, a location is not required for job roles on a rate card. A billing rate for a job role (and possibly location) on a rate card can also include effective dates.

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan

Any

Adobe Workfront license

New plan: Standard

Current plan: Plan

Access level configurations

Edit access to Financial Data

NOTE: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

To edit a rate card shared with you, you must have Manage permissions to the rate card.

Add a rate card

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Setup .
In the left panel, click Rate cards.
Click New rate card, then type a name for the rate card in the Rate card field, to replace “Untitled Rate Card.”
On the card screen, click Add job role.
In the dialog, select a Job Role to define billing rates for.

The Default Billing Rate displays the system-level rate for this job role, if one is defined.
Select a Currency for the job role.
(Optional) Select a Location for the job role.
In the Billing Rate 1 field, enter the billing rate for this location. Then, click Save to override the billing rate one time.

Or

Click Add Rate to add more location-specific billing rates with effective dates.
(Conditional) If you are adding more than one billing rate for this location, enter the following information:
- Billing Rate 1, 2, etc.: The value of the billing rate for the time period.
- Start Date: The date when the rate override begins.
- End Date: The date when the rate override ends.
  
  Billing Rate 1 will not have a start date and the last billing rate will not have an end date. Some dates are added automatically. For example, if Billing Rate 1 does not have an end date, and you add Billing Rate 2 with a start date of May 1, 2023, an end date of April 30, 2023 is added to Billing Rate 1 so that no gaps exist.
Click Save.
(Optional) To add another billing rate, either for the same job role in another location or for a separate job role, click Add job role.
(Optional) To edit a billing rate, select the rate in the rate card and click the Edit icon.

Copy a rate card

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Setup .
In the left panel, click Rate cards.
Select the check box next to the rate card in the list and click the Copy icon .

A duplicate rate card is added. Click the rate card name in the list to change its name.

Delete an entire rate card

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Setup .
In the left panel, click Rate cards.

Select the check box next to the rate card in the list click the Delete icon .

note note
NOTE
A rate card attached to a project will be deleted from the project.

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