Difference between revisions of "Special hourly rates"
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| + | = Special hourly rates= <!--T:70--> |
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| − | = |
+ | == General == <!--T:71--> |
| + | There are four different ways to control special hourly rates. For this to work, debit type Employee must be set for the project. |
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| + | The price factor works for both the Employee and Job code debit types. |
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| − | <!--T:36--> |
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| + | * Price factor per client / project |
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| − | There are four methods in Marathon to manage special hourly rates. The condition for special pricing is that debit type 1 has been checked in the project records (price per employee). The price factor, however, works as well on debit type 2 (price per code). |
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| + | * Special hourly rate for the employee |
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| + | * Special hourly rate per client / project |
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| − | <!--T:37--> |
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| − | * Price factor on client/project |
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| − | <!--T:38--> |
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| − | * Special hourly rate on employee |
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| − | <!--T:39--> |
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| − | * Special hourly price on client/project |
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| − | <!--T:40--> |
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* Price list |
* Price list |
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| + | When an employee registers time on a project, the system first checks whether there is a special hourly rate registered on the project. Secondly, it takes into account any special hourly rate for the employee (in the employee setup) and, finally, it selects the employee's regular hourly rate. However, the price factor applies in all cases. |
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| − | <!--T: |
+ | == Price factor == <!--T:72--> |
| + | The price factor controls the hourly rate using a percentage. |
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| − | When an employee enters time on a project, Marathon primarily checks possible special prices on the project. Then it checks possible special prices on the employee (stated in the employees' record) and if no special prices are found, it chooses the ordinary rate of the employee. The price factor, however, works in all cases. |
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| + | In Project | Backoffice | Base registers| Clients and Projects under the tab Price Fee, you can specify what percentage of the hourly rate should apply to the client. If the Fee is set to 100, this means that 100% of the hourly rate for the respective person should apply. For example, 120 represents an increase of an additional 20% of the hourly rate and 80 represents 80% of the hourly rate. |
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| + | If you use synchronisation between client and project and the price factor is to apply to all projects, the price factor is changed in the client setup. If only individual projects are to have a different price factor, this is changed directly in the project. If the project is synchronised with the client, synchronisation must first be turned off before the change can be made. |
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| − | + | <!--T:73--> |
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| + | {{ExpandImage| PRO-SPEC-EN-Bild1.png}} |
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| + | == Special hourly rate on employee == <!--T:74--> |
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| − | <!--T:43--> |
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| + | In the employee setup under the Prices tab, you can set special hourly rates for individual codes or categories. If you enter special hourly rates here, they will apply to all projects for which the employee registers time, except for projects for which a special hourly rate has been registered for that employee. This also applies to projects that do not have a check mark in the Special hourly rates box. |
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| − | The price factor manages the hourly rates through a percentage. |
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| − | <!--T: |
+ | <!--T:75--> |
| + | {{ExpandImage| PRO-SPEC-EN-Bild2.png}} |
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| − | The price factor settings are found in Base registers/PRO/Clients and Projects, tabs Price Fees, Price Purchases and Price Other. In the field, state how many per cent of the hourly rate that shall be charged regarding the client. Example: If price factor fees says 100, it means that 100% of each employee's hourly rate shall be charged. |
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| − | If it says 120, it means the client will have an additional 20 % charge. If the price factor is 80, the client will only be charged 80% of the hourly rates. Price factor regarding purchases means percentage of the stated mark-ups. |
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| + | == Special hourly rate on project == <!--T:76--> |
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| − | <!--T:45--> |
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| + | In order to use special hourly rates, Special hourly rates must be checked on the project. If the project is synchronised with the client, the information is retrieved from there. |
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| − | If you use synchronization between client and project and want the price factor to take effect on all projects, make the price factor statement in the client record. If it shall concern a few projects only, state directly on project. If the synchronization is on, you will have to turn it off during the change. |
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| + | {{ExpandImage| PRO-SPEC-EN-Bild3.png}} |
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| − | <!--T: |
+ | <!--T:77--> |
| + | If the special hourly rate list applies to all employees, * is entered in the employee field, and if it applies to all codes, * is entered in the code field. However, if there are different special hourly rates for employees and codes, the employee and work codes are entered. The prices for individual employee codes take precedence over the general prices. |
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| − | {{ExpandImage|PRO-SPEC-EN-Bild2.png}} |
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| + | The example above shows a general hourly rate of SEK 800, except for the information gathering code, where the hourly rate is SEK 600. The exception to this is Charlie Aston, who has an hourly rate of SEK 500 for the information gathering code, while he has an hourly rate of SEK 700 for other codes. |
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| + | {|class=mandeflist |
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| − | = Special hourly rate on employee = <!--T:47--> |
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| + | !Copy from client |
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| + | |If there is a special hourly rate for the client, it can be copied into the project. |
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| − | <!--T:48--> |
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| + | |- |
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| − | In the employee record, under the tab Prices, you can add special hourly rates on single codes and/or categories. Prices stated here takes effect on all projects where the employee is reporting time, except those projects that already have special prices. This means that the employee's special prices will take effect also in projects with “Special hourly rates” unchecked. |
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| − | <!--T:49--> |
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| − | {{ExpandImage|PRO-SPEC-EN-Bild1.png}} |
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| − | = Special hourly rates on projects = <!--T:50--> |
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| − | <!--T:51--> |
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| − | Before projects can be priced, check the parameter “Special hourly rates” in the project record. If the project is synchronized with the client it will automatically fetch the information from the client. |
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| − | <!--T:52--> |
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| − | {{ExpandImage|PRO-SPEC-EN-Bild3.png}} |
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| − | <!--T:53--> |
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| − | If the list of special prices shall take effect on all employees, write * in the employee field and the same regarding codes. If the special prices differ between employees and codes, write employee- and fee codes respectively in the fields. The prices of the single employee codes stands above the general prices. |
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| − | <!--T:54--> |
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| − | The example above shows an 800 SEK general hourly rate, except on code ''Informationsinsamling,''where the rate is 600 SEK/hour. This rates are for all employees except Kalin Setterberg, whose hourly rate in this specific code is 500 SEK, and 700 SEK on all other codes. |
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| − | |||
| − | <!--T:55--> |
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| − | {| class=mandeflist |
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| − | !Copy from client |
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| − | |Special prices from the client can be copied into the project. |
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| − | = Special hourly |
+ | == Special hourly rate on client == <!--T:78--> |
| + | |||
| + | {{ExpandImage| PRO-SPEC-EN-Bild4.png}} |
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| − | <!--T: |
+ | <!--T:79--> |
| + | When you register a special hourly rate for a client, the price is automatically applied to new projects that are set up. For the client, you can also choose to Update project to apply the price to an existing project. |
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| − | {{ExpandImage|PRO-SPEC-EN-Bild4.png}} |
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| + | {|class=mandeflist |
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| − | |||
| + | !Update project |
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| − | <!--T:58--> |
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| + | |Here you select which projects to update. Even those that are not synchronised with the client can be updated. If a project does not have Special hourly rates checked and is updated, the project will have a check mark in Special hourly rates. |
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| − | Special hourly rates on client level will automatically come to new projects for the client. You can also Update Projects of the client in order to add the price into existing projects. |
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| − | |||
| − | <!--T:59--> |
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| − | {| class=mandeflist |
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| − | !Update projects |
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| − | |Choose which projects to update. Projects that are not synchronised with the client can also be updated. If a project without Special hourly rates gets updated, it will get checked on Special hourly rates on the project's Price fees- tab. |
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!Copy from |
!Copy from |
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| − | | |
+ | |Here you copy special hourly rates from another client. |
| + | |- |
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| − | = According |
+ | == According to price list == <!--T:80--> |
| + | It is possible to enter a general special hourly rate list that can be used for several different clients and projects. This is entered in the Projects | Backoffice | Base registers, Special Hourly Rates as shown in the image below. |
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| − | <!--T:61--> |
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| − | You can create a general price list with special hourly rates that you can use on different clients and projects. This is done in Base registers/PRO/Special hourly rates, see below. |
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| − | <!--T:62--> |
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| − | {{ExpandImage|PRO-SPEC-EN-Bild5.png}} |
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| − | <!--T:63--> |
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| − | The principle is the same as for special prices on client- and project levels. You can define a price list for a certain group only and if you use Marathon's multi currency handling, i.e. common project management with companies whose base currencies are different. |
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| − | <!--T:64--> |
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| − | Connect the price list to the client or a single project. If the client is synchronized with its projects and you connect a price list on client level, all its projects will get the same price list. |
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| − | <!--T:65--> |
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| − | {{ExpandImage|PRO-SPEC-EN-Bild6.png}} |
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| − | <!--T: |
+ | <!--T:81--> |
| + | {{ExpandImage| PRO-SPEC-EN-Bild5.png}} |
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| − | If you use price lists, you should not use the project record in Classic. Contact Kalin Setterberg for information. |
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| + | |||
| + | The pricing principle is the same as for special hourly rates at client/project level. It is possible to specify that it should only apply to a certain group. If Marathon's multi-currency management, i.e. joint project accounting where companies with different base currencies are used, is used, a different currency can be specified. |
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| + | The price list is linked to the client or an individual project. If the price list is linked to the client, all new projects will have the same price list. |
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| + | <!--T:82--> |
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| − | = Special hourly rates as adjustment = <!--T:67--> |
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| + | {{ExpandImage| PRO-SPEC-EN-Bild6.png}} |
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| + | == Special hourly rate as adjustment == <!--T:83--> |
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| − | <!--T:68--> |
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| − | + | With the parameter Special hourly rate as adjustment in Project | Backoffice | Base registers | Parameters, the Adjustment tab controls whether you want the difference between the regular hourly rate and the special hourly rate to be shown as an adjustment on the project. |
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| − | <!--T: |
+ | <!--T:84--> |
[[Category:PRO-SPEC-EN]] |
[[Category:PRO-SPEC-EN]] |
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[[Category:Manuals]] |
[[Category:Manuals]] |
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Latest revision as of 15:31, 15 January 2026
Contents
Special hourly rates
General
There are four different ways to control special hourly rates. For this to work, debit type Employee must be set for the project. The price factor works for both the Employee and Job code debit types.
- Price factor per client / project
- Special hourly rate for the employee
- Special hourly rate per client / project
- Price list
When an employee registers time on a project, the system first checks whether there is a special hourly rate registered on the project. Secondly, it takes into account any special hourly rate for the employee (in the employee setup) and, finally, it selects the employee's regular hourly rate. However, the price factor applies in all cases.
Price factor
The price factor controls the hourly rate using a percentage. In Project | Backoffice | Base registers| Clients and Projects under the tab Price Fee, you can specify what percentage of the hourly rate should apply to the client. If the Fee is set to 100, this means that 100% of the hourly rate for the respective person should apply. For example, 120 represents an increase of an additional 20% of the hourly rate and 80 represents 80% of the hourly rate. If you use synchronisation between client and project and the price factor is to apply to all projects, the price factor is changed in the client setup. If only individual projects are to have a different price factor, this is changed directly in the project. If the project is synchronised with the client, synchronisation must first be turned off before the change can be made.
Special hourly rate on employee
In the employee setup under the Prices tab, you can set special hourly rates for individual codes or categories. If you enter special hourly rates here, they will apply to all projects for which the employee registers time, except for projects for which a special hourly rate has been registered for that employee. This also applies to projects that do not have a check mark in the Special hourly rates box.
Special hourly rate on project
In order to use special hourly rates, Special hourly rates must be checked on the project. If the project is synchronised with the client, the information is retrieved from there.
If the special hourly rate list applies to all employees, * is entered in the employee field, and if it applies to all codes, * is entered in the code field. However, if there are different special hourly rates for employees and codes, the employee and work codes are entered. The prices for individual employee codes take precedence over the general prices. The example above shows a general hourly rate of SEK 800, except for the information gathering code, where the hourly rate is SEK 600. The exception to this is Charlie Aston, who has an hourly rate of SEK 500 for the information gathering code, while he has an hourly rate of SEK 700 for other codes.
| Copy from client | If there is a special hourly rate for the client, it can be copied into the project. |
|---|
Special hourly rate on client
When you register a special hourly rate for a client, the price is automatically applied to new projects that are set up. For the client, you can also choose to Update project to apply the price to an existing project.
| Update project | Here you select which projects to update. Even those that are not synchronised with the client can be updated. If a project does not have Special hourly rates checked and is updated, the project will have a check mark in Special hourly rates. |
|---|---|
| Copy from | Here you copy special hourly rates from another client. |
According to price list
It is possible to enter a general special hourly rate list that can be used for several different clients and projects. This is entered in the Projects | Backoffice | Base registers, Special Hourly Rates as shown in the image below.
The pricing principle is the same as for special hourly rates at client/project level. It is possible to specify that it should only apply to a certain group. If Marathon's multi-currency management, i.e. joint project accounting where companies with different base currencies are used, is used, a different currency can be specified. The price list is linked to the client or an individual project. If the price list is linked to the client, all new projects will have the same price list.
Special hourly rate as adjustment
With the parameter Special hourly rate as adjustment in Project | Backoffice | Base registers | Parameters, the Adjustment tab controls whether you want the difference between the regular hourly rate and the special hourly rate to be shown as an adjustment on the project.
