Override Project-Level Billing Rates with Company-Level Billing Rates
You can configure a project to use company-level billing rates instead of project-level billing rates.
Access requirements
You must have the following access to perform the steps in this article:
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Enable the Company-level Billing Rates override option
When a company is associated with a project and this option is enabled, changes made to the company-level billing rates override the billing rate set on the project.
When a user manually recalculates finances on the project, any changes to the company-level billing rates are applied. Historical revenue calculations are also overridden unless they are marked as billed.
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Go to a project.
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Click the More menu next to the name of the project in the header, then click Edit.
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In the Finance section, enable the Allow company-level billing rates to override project-level billing rates.
note caution CAUTION Enabling this option overrides historical revenue calculations unless they are marked as billed. You can preserve the historical revenue calculations by creating a billing record. For more information, see the article Create billing records -
Click Save Changes.
Update Company-level Billing Rates and apply them to a project
After you have enabled the company-level billing rates override option on a project, changes made to the company billing rates apply to the project any time the finances are recalculated.
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Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Setup.
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Click Companies.
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Click the name of the company that is associated with the project for which you enabled company-level billing rates override.
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Click Billing Rates in the left panel.
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Update the Company Billing Rate and start/end dates for an existing job role, then press Enter.
To add a new date effective company billing rate, select a billing rate for the job role and click Edit. For more information on date effective company billing rates, see Override job role billing rates at the company level.
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To update company rates for one or more projects, do one of the following:
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Multiple projects:
- Go to a list of projects.
- Select the checkbox in line with the projects you want to update.
- Click Edit.
- In the Settings section, enable the Recalculate Costs And Revenues option.
- Click Save Changes.
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Single project:
- Go to the project for which you enabled company-level billing rates override.
- Click the More menu next to the project name in the header, then click Recalculate Finance.
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