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Edit Project Details

Use

You can edit the project details on this screen. You can edit the standard billing rate for the project and also overtime. In addition to the standard billing rate, if the project requires any additional roles, those are charged at different rates, then you can edit the rates for the respective role. You can also add or edit the expenses allowed to incur in this project.

Path

Employer / Setup > View/Edit Project > View / Edit > Edit

Fields Available

Fields marked with red asterisks are mandatory.

Project Information

• Project Name: This field displays the project name. You cannot edit the project name once added.
• Client's Name: This field displays the client name. You cannot edit the client name once added.
• Project Code: This field displays the project code. You cannot edit the project code once added.
• Standard Billing Rates/Hour (£): Enter here the standard billing rate for this project to charge to your client. Please note that standard billing rate you enter here will be replicated in the timesheet when you select the billing type for a project corresponding to a employee.
• Overtime Rates / hour in % (against Rates / hour): Enter here the overtime rate in percentage. The overtime rate is standard billing rate plus overtime percentage of the standard billing rate. Please be careful when you enter the number. The number you enter here will be taken as percentage. For example if the standard billing rate per hour is £ 10 and Overtime is 25%, then the Overtime rate per hour would be £ 10(standard billing rate/hour) + 25% of £10 (standard billing rate/hour) = £ 10 + £ 2.5 = £ 12.5. So the overtime rate per hour would be £ 12.5

• VAT: From the drop down list, select the VAT you would like to charge to the client. To set up the VAT go to Rate of VAT setup in chart of Setup section under Employer / Setup in the tasking zone.

Additional Roles and Rates per Hour

• Roles: From the drop down list select the role the project requires. To setup the roles, go to Role Setup in chart of setup section under Employer / Setup in the tasking zone.
• Rate Per Hour (£): Enter here the rates per hour corresponding to the respective roles.
• Action: The various tasks associated with the data in each row will be displayed here. For example Save, Edit, Delete, etc.

Allowed Expenses

• Add/Edit: Click on this button to add or edit the expenses that are allowed to incur in this project.

Associated Tasks

• Save: If you are sure about all the entries you entered, click on this button. You will be taken back to View Project Details screen where you can view the edited details
• Back: If you wish to exit this screen without saving the changes, click on this button. You will be taken back to the View Project Details screen.
• Edit: Click on this link to make changes to the rates.
• Delete: Click on this link to delete the role from this project.
• Update: Click on this link to update the changes you made to the rates corresponding to the respective role.
• Back: Click on this link to cancel the changes you made to the rates.

Related Topics

None