How to assign user rates to project team members quickly and efficiently?

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Use Mass Edit for Team to assign individual team members to various projects at the same time:

  • Click the Projects in the top menu.
  • The List Projects page appears. Highlight one or more projects (Hold down the Ctrl key on the keyboard and select the projects).
  • Click the Team button at the bottom of the List Projects page, beside the Mass Edit option.
  • The Manage Team Member page appears.
  • Choose a Project Team Member from the drop-down.
  • Select a rate type from the Add Role/Rate drop-down.
  • Check off the boxes beside the respective task names, the team member is allowed to record time.
  • Click Save.

Make use of Project Templates which will already have the team members added to the project with the billing rate as user rate:

  • Click the Projects icon at the top menu bar.
  • The List Projects page appears. Click the Add button at the bottom of the page to add a new project.
  • Name the project with Template as its suffix.
  • On the project page, fill in the Project Information, Select a Client, build the Billing Rates, Project Team and Project Structure.
  • Click Save at the top right corner of the project page and use this project as a template projects.
  • Note that hours can be recorded against this project and closed projects can also be used as report templates.
  • Further, when adding new projects, on the Add New Project page, choose the report template from the drop-down next to Based On.
  • Click Save at the bottom.
  • The new project now inherits all the settings done in report template, thus the team members' rate types need not be changed from Project Rate to User Rate, every time when adding a new project.

Using our conventional Import Engine, the team members' rate type can be either added or deleted, from the projects. This will be useful or efficient only when there are too many projects that requires frequent updates:

  • The Web TimeSheet Import Utility Guide has been attached to this knowledge base article.
  • Refer #PROJECTTEAMRATEADD and #PROJECTTEAMRATEDEL commands and its usage.


PDF icon Web TimeSheet Data Import Utility User Guide.pdf

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