Configuring Team Member Charge and Cost Rates

Once your resource pool and classifications are set up, you must assign charge rates.

Methods for Managing Rates

UniPhi supports two primary methods for managing rates:

Rates by Classification (Most Common): You enter the rates and any escalation over time at the Resource Classification level. These rates then automatically cascade down to every person assigned to that classification.

Rates by Individual: You enter specific rates and escalation plans for each individual person under the Resource Profile > Rate History.

Key Rate Features

Effective Dates: Rates are managed using an effective date. This allows you to set future rate increases for long-running projects. When an invoice is calculated, UniPhi uses the rate that was effective on the date the time was actually recorded .

Effective dates can be set up under Configuration > Resources > Classifications.

Custom Rate Rules: UniPhi can be configured to handle complex contractual rate rules . If your contract has unique rules, they can be configured in the system. Examples include:

• Location-Based Rates: Applying different rates depending on a person's location (e.g., "Local Office Full-Time" vs. "Sydney Metro Full-Time") .

• Multiplier-Based Rates: Calculating the charge rate based on a person's salary times a multiplier (e.g., salary x 1.5).

• Weekly Hour Limits: Capping billable hours for a resource (e.g., a person cannot bill more than 40 hours in a week) .