Be aware: Rates are always calculated from the duration of a record.
The duration is often a rounded value and not the real difference between end
and begin
.
There are two rate types:
If any of the above is set to 0
, the records rate will be set to 0
.
A fixed rate always wins over an hourly rate.
Rate changes always only apply for future entries. If you change e.g. a user’s hourly rate, it will be used for all timesheet records that will be created from now on. But existing records will not be changed retroactive.
Additionally, if a record already has an hourly or fixed rate set, it will not be changed if you change the customer, project or activity. So if Project A has a rate of 100 and Project B 120, and you move a record from A to B it will not be automatically changed to 120.
The algorithm to calculate a timesheet records rate works by summing up scores, where the highest score wins:
This leads to the following decision matrix:
Activity rate | Project rate | Customer rate | |
---|---|---|---|
None-user rule | 5 | 3 | 1 |
User specific | 6 | 4 | 2 |
If no rate can be found, the users hourly-rate preference
will be used to calculate the records rate.
In case that the users hourly-rate
is not set or equals 0
, the records rate will be set to 0
.
The timesheet rate calculation is based on the following formula:
$fixedRate
$hourlyRate * ($durationInSeconds / 3600) * $factor
You find more information how and where you can edit the different rates types in these chapters: