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Malfunction (Revenue with Billing Rate)

  • June 4, 2024
  • 1 reply
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Hello Everybody,

I understand that:

If there is a Cost Rate, calculate the costs
If Billing Rate this calculates the income.

Then, when a resource reports hours:
The costs of those hours are calculated with the Cost rate. This is OK

However, the income is not calculated with the Billing rate. I found no Configuration Options to make this happen.

Best answer by DrewMiddleton

In addition to the project being set to Billable, are the work items (e.g. tasks) where the time is being tracked also marked Billable = TRUE? If not, hours will not result in Actual Revenue being tracked on the project even when the resources have a Billing Rate assigned.

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1 reply

DrewMiddleton
Planview Partner
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  • Planview Partner
  • 20 replies
  • Answer
  • June 4, 2024

In addition to the project being set to Billable, are the work items (e.g. tasks) where the time is being tracked also marked Billable = TRUE? If not, hours will not result in Actual Revenue being tracked on the project even when the resources have a Billing Rate assigned.