Resource rates
Open Business → Resources → Rates to maintain what you pay each person. Invoicing uses the rate that applied that day.
Outcome
You select a resource, read their rate history, and add or change rates without overlapping periods or rewriting past amounts.
Who it's for
Planner / company admin
Prerequisites
- Permission to view or manage resource rates
- At least one resource on the Resources list
Steps
- Open Business → Resources → Rates (management card on /resources, sidebar child, or /resources/rates). From a person you can also use the Rates row action (/resources/rates?id=…).
- Choose a person in the selector if the URL did not pre-select one. The history table stays empty until someone is selected.
- Read the table: amount, type, VAT, valid from/to, and status. The active rate stays open until you close it.
- Add a rate when pay changes: set amount, VAT, and dates. Close the previous open period on the change date and open a new period the same day. Do not overwrite the rate that applied that day.
- Edit only when correcting the current period’s details. The product rejects overlapping rate periods.
- People rates are cost; client rates are revenue. Both use the rate that applied that day. Next in this cluster: Resource qualifications.