Managing Billing Information for a Project Template

The Project Template window allows you to enter billing rates for a project template.

To access billing rates for a template do the following:

1. Open the Templates list.
   • From Dashboard. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Project templates under Workstream.
   • In Workstream. Click Templates in the Manage group on the Manage ribbon.
2. Select a project template, and then click. You can also right-click and select Open from the menu.
3. Click Billing under Budget and Financial on the navigation panel.
4. Set the billing rate by selecting options from each list.

Component	Description
Rate Type	Select a rate type from the list to enter or calculate the billing rate. Note: If there are no billing rates in the list, click New Rate Type in the button bar to add a billing rate to the list.
Lock	A yellow lock indicates the rate is locked, and cannot be changed at the project level.
Unlock	Indicates the rule is unlocked. Click to lock the rule.
Project Rate	Enter a rate or select which billing rate to apply to the project.
Select By	Select who the rate applies to, such as a staff, team, role, or client responsible staff.
Assignment	Determined by your 'Select by' choice. The list populates based on your choice of role, staff, team, or client responsible staff.
Intracompany rate	Allows you to enter a rate for billing when a member of one of your firm's offices or business units performs work for another office or business unit.

5. To add or delete information or perform other functions with the grid, right-click the grid and select an option from the menu.

Component	Description
New Rate Type	Adds a new rate type to the grid.
New Assignee	Adds a new assignee to the billing rate.
Remove	Removes the selected billing rate from the grid.
Select All	Selects the entire grid.

6. Click one of the Save buttons or Cancel.

   Button	Description
   Save	Saves the changes without exiting the window.
   Save & New	Saves the changes and opens a new window.
   Save & Close	Saves the changes and exits the window.
   Cancel	Exits the window without saving your changes.