Clients
Setting Default Client Rates
We can set default rates for individual activities for each client. These rates will automatically populate the budget when you add a particular activity to the budget of a client's project.
If you create a project with an activity for which a default rate has not yet been set for the client, the rate you just entered in the project will be set as the default rate.
- Applies only to budgets with time estimates.
How to Set Rates for a Client?
Open the client details and click on Edit Rates button.
Client detail - edit rates
Next, an editing form will appear. Here, simply fill in the Client Rates for individual activities and confirm by clicking the save button.
For explanation: When creating a budget for the client "Milkshake Corporation" in the next budget creation, upon adding the activity "Design", the Client Rate will be pre-filled with the amount of $150.