The processing of these records is the same and so they are described together. They have the following purpose:

    Cost Rate defines the cost per unit of time for internal costing, covering pay rates plus overheads. You will set different rates to cover all grades, skill levels and types of activities, and will have variations for normal times and all overtime rates.

    Charge Rate sets the rate per time unit to be used when invoicing clients for time worked. These rates may correspond to cost records but with enhanced rates, and will cover all required rates, including one-off and special charges, plus possibly zero rates for non-chargeable work and rates for internal activities.

Cost and charge rates are assigned to resources and so may cover equipment as well as employees. You can assign different charge rates for specific projects and can also adjust the rate to be charged (refer to Project Charge Rates for details).

Selecting Costs or Charges from the Administration menu will display a search screen so that you can locate required ones (refer to Searching and Filters .



    Add to create a record

    Create Data Template to add a record with spreadsheet format that can then be used as a basis to create actual roles

    Import Data to import and load role data from a spreadsheet file.

For any of those listed you can click   then:


to access the record in order to amend it.


to create a cost or charge from a selected one that is similar. You must enter a code for it and change other information that is different.

Code Converter

to change the code of the cost or charge if it is incorrect. All affected records will be updated.


to delete the record, after confirmation. You can only do this if you have appropriate permissions and the record is not in use (for example, it is not selected for a resource).


This entity has an audit screen to track any changes made to the configuration of the entity