Difference between revisions of "Special hourly rates"
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| − | = Special hourly rates= |
+ | = Special hourly rates= <!--T:70--> |
| − | == General == |
+ | == 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. |
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. |
The price factor works for both the Employee and Job code debit types. |
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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. |
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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| − | == Price factor == |
+ | == Price factor == <!--T:72--> |
The price factor controls the hourly rate using a percentage. |
The price factor controls the hourly rate using a percentage. |
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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. |
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. |
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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{{ExpandImage| PRO-SPEC-EN-Bild1.png}} |
{{ExpandImage| PRO-SPEC-EN-Bild1.png}} |
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| − | == Special hourly rate on employee == |
+ | == Special hourly rate on employee == <!--T:74--> |
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. |
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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{{ExpandImage| PRO-SPEC-EN-Bild2.png}} |
{{ExpandImage| PRO-SPEC-EN-Bild2.png}} |
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| − | == Special hourly rate on project == |
+ | == Special hourly rate on project == <!--T:76--> |
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. |
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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{{ExpandImage| PRO-SPEC-EN-Bild3.png}} |
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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. |
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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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. |
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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| − | == Special hourly rate on client == |
+ | == Special hourly rate on client == <!--T:78--> |
{{ExpandImage| PRO-SPEC-EN-Bild4.png}} |
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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. |
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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| − | == According to price list == |
+ | == 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. |
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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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. |
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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{{ExpandImage| PRO-SPEC-EN-Bild6.png}} |
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| − | == Special hourly rate as adjustment == |
+ | == Special hourly rate as adjustment == <!--T:83--> |
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. |
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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[[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. |
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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. |
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| 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.
