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Accurate billing is essential to running a healthy services business. But when teams grow, projects diversify, and client agreements vary, managing billable rates can quickly become complex. That’s why we’re excited to introduce two powerful new billable rate types in Teamwork.com: Role Rates and Client Role Rates.
These new options give you greater flexibility and control over how you price your work, helping you maintain billing consistency, improve financial visibility, and ensure every project reflects the right commercial agreement.
Use Role Rates for shared rate assignment
Since introducing Roles in Teamwork.com, there has been a vision to link up rates and roles. With our new Role Rates, you can now assign a shared billable rate to any role in your organization. Instead of juggling individual user rates, simply set a rate for each role and apply it consistently across users and projects.
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For example, you can define a billable rate for roles such as Designer, Engineer, or Project Manager, and automatically apply that rate wherever those roles are used. This helps to unify rate management and can mirror your internal structure or specific pay bands. And if your organization operates across currencies, role rates work seamlessly in multi-currency setups, ensuring consistent pricing regardless of project location.
💡Note: You can also set a cost rate per role to help you understand the potential profitability of future work. Scenario plan with different resources to forecast the financial impact. This cost rate information will not affect billing, it is for planning purposes only.
Use Client Role Rates to honor agreements
Not every client relationship is the same. Some clients may have negotiated pricing, special contracts, or unique commercial terms. With Client Role Rates, you can now reflect those agreements directly within Teamwork.com.
Client Role Rates allow you to set client-specific pricing that automatically overrides other rates across all of that client’s projects. This means you can tailor your pricing to match the exact commercial agreement you’ve established and fit that into your operations seamlessly.
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To set client rates, head to Clients on the left menu > select the desired client > Role rates tab. Here you will see all your existing Roles and the “Standard rate” reflects the role rate set under People > Roles (for convenient reference).
Once configured, those client-specific variations can be applied across every project for that client giving you discreet control and ensuring that billing remains aligned with the agreements you’ve put in place.
Flexible rates for every scenario
The next time you head to the Finance tab of a project, be sure to click on the Rates tab to determine which billable rate you are charging for this body of work. Expanding the “Billable Rate Type” dropdown will now display all the rate options available. Let’s walk through them.
User rate - This is the default billable rate assigned to a user on the People page
Project rate - This is a unique rate, isolated to a specific project
Primary role (Client rate) - This is the client-specific rate for that role
Primary role (Role rate) - This is the general role rate for that role
Client rates - This lists additional client-specific role rates
All roles - This lists all other role rates across your organization
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A variation of the primary role will most likely be selected, however showcasing all client role rate and role rate options allows for the flexibility for users to wear many hats across projects (which is a common practice whether we like it or not!). For example, some projects they work as their primary role of Designer, whereas other projects they need to log time as a Product Owner or UX Researcher. Now you have the flexibility to match the type of work you’re doing to its unique rate.
💡Note: If you edit the billable rate amount after selecting a specific rate from the dropdown, the rate type becomes a Project rate. It does not update the rate type that you are editing. Edits must take place in the People > Roles tab or Client > Roles tab.
Rate management, rewritten
Whether you're standardizing rates across roles or tailoring pricing for specific clients, these new rate types and expanded rates exposure ensure your billing stays aligned with how your business actually operates.
Together, Role and Client Role Rates make billing in Teamwork.com more powerful than ever, with the added flexibility to choose the rate type that works best for each situation. And you can always stay on top of rate changes with rate history in each project for full transparency.
Organized, flexible, and simplified rate management means:
Greater control over pricing for improved revenue accuracy
Better financial visibility and reliable profitability insights
Less administrative overhead and manual adjustments
With clearer billing structures in place that flex to your unique business, you can focus less on managing rates and more on delivering great work.
If you need a refresher on all things user rates in Teamwork.com, check out this article or get in touch with support@teamwork.com.
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