View or Update an Employee's Rates and Billable Targets

Depending on your role in WorkBook, you can view or modify the rates and billable targets for employees in Resources. The rate is the billable hourly amount that you charge the client for every employee working on a particular job (this is also on price lists), while the billable target is the percent of billable time that you expect from the employee.

Note: You must have permission to add, delete, and modify resources to complete this task.

To view or update an employee's rates and billable targets:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the employee whose rates and billable targets you want to view or modify by completing any of the following actions:
   • In the Search in Grid field, enter the name of the employee, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select Employees as your filter, and select the employee from the grid.
4. On the grid toolbar, click Resource Information / to display the employee card.
5. On the side toolbar of the employee card, click Settings > Rates & Billable Targets.
6. On the top toolbar of the employee card, click Add a New Row .
7. Use the columns in the grid to define the employee's rates and billable targets.
8. To delete a row, select the row and click Delete Selected from the top toolbar of the employee card.