Restrict to Specific Rates

In the stage window, you now have the option to restrict specific rates. When the option is enabled, timesheets can only be entered for rates that have a stage-specific value assigned to a role.  

This feature is useful for restricting rates which means that timesheets can only be entered for rates that have been allocated a stage-specific value. I.E. In project rates any role that has an allocated stage-specific charge value results in that you can only enter in timesheets (time, cash, travel, bills, expenses) for those roles that have allocated stage-specific rates. This restricts users from being able to enter timesheet related expenses for the stage if there are roles that have the specific rates assigned. 

What other features does this relate to? 

Budgets  

The specific rate feature also impacts the budget relating to your stages. For roles that have been assigned stage-specific rates in the budget screen, you won’t be able to see the roles that have the restricted specific rates in the budgets screen.  

Timesheets 

When a role has been assigned a specific rate, the role won’t be able to enter any new timesheets. 

Invoicing 

In the invoicing stages you can typically change the invoice rates however if a role has a restricted stage rate applied then they won’t be able to be selected from the drop down in the invoice rate.  

How to restrict a rate:

1. Navigate to the work breakdown structure

2. Click on the more options pencil icon and in the drop-down click on view options according to the stage that you would like to restrict specific rates too. 

3. Mark the restrict to specific rates checkbox.