Which report pulls rates and roles assigned to project team members?
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Users can view rates and roles assigned to a project using the Project Team Assigned report template and reports based on this template. This report now includes fields displaying each team member’s assigned rate types and project roles (if applicable), billing rates, and the effective date for each rate. Users can now also filter by project role, rate type, and rate effective date.
This data can be used for such tasks as confirming that billing is set up as planned (for example, that the same rates are used for the same clients), viewing historical rate assignments, and monitoring rates, without having to open each project.