In order to successfully track and enter time in DesignerLink 2.0, designers must create Project Billing Rates. Project Billing Rates are preset hourly rates used to log time for a specific project and specific employee. For Example: John Doe gets paid $150/hr for his Design Time on the Johnson's Home Project. Once you have your Project Billing Rates set up, adding Time Entries will take little to no time!
In these Best Practices, and Short Video, we are going to show you how to create Project Billing Rates in Designer Link 2.0. The bottom of this page also includes Related Articles and Frequently Asked Questions.
VIDEO TUTORIAL
BEST PRACTICES
BEST PRACTICES
Steps Before Project Billing Rate:
1. There will need to be a project created in order to add a Project Billing Rate to the respective project.
2. Depending on your role with the firm, you may or may not have the permission set needed to create Billing Rates. If you think you should have this, please reach out to our support team and we will update your permissions.
3. Once both of these needs have been met, you can create Project Billing Rates!
Cloning Billing Rates:
If your rates stay the same project to project. Then take advantage of the cloning ability, to copy a rate to a a new or any other project.
Select as many Billing Rates as you want to Clone, then select 'Clone' from the Actions dropdown:
Next, you can either choose "Select All Projects" or a subset of Projects from the dropdown, to create this Billing Rate:
FREQUENTLY ASKED QUESTIONS
FREQUENTLY ASKED QUESTIONS
How can I add a new employee?
We need to make sure you are asking whether you want to add a new user or if you are just trying to add an employee name to create a time entry. To do this, you would be making a Project Billing Rate with that employee's name to achieve your solution.
I have too many project billing rates to choose from, and some employees no longer work at our firm, can we remove them?
While you cannot delete project billing rates, you can archive them. To do so, select the rate(s) you would like to remove, click Actions -> Archive. And then those rates will no longer appear in the dropdowns.
I don't want to show the employee on my billing rates, I want them to just be invoiced by the Job, is that possible?
Yes, to do this we would suggest that you instead of using a first and last name as the employee, you would but "Design" for the first "Fees" for the last, and then if necessary at the bottom you can put a name for job role. But this will achieve what you are looking for.
And that is how you can create a Project Billing Rate. For further information please make sure to reach out to our help desk via the chat icon in the bottom right corner of your Designer Link 2.0 browser, or you can always email us directly at [email protected].