This article will show you how to create a Project - Hourly Rate contract based on a set hourly rate. This contract is used when you want to charge a customer a set hourly rate for work, on a specific project.
Required fields:
- Contract Type
- Price Per Hour
To create a Project - Hourly Rate contract, follow the steps below:
1. From the left-hand panel click Customers. |
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2. Then select the required customer. The Customer page appears. |
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3. Click Create Contract. The Add Contract Page appears. |
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4. Enter the contract header details: |
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5. Select the Contract Type Project - Hourly Rate |
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6. Select the Price Per Hour. |
Note: If you have not yet set up the rate type required you can do this now by clicking Add Rate. |
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7. Select the Overage Rate if required. |
Note: Overage Rates are the rates charged when the customer exceeds the expected number of hours included in the original contract scope. |
8. Select the SLA Plan. |
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9. Enter any contract Notes if needed. |
10. Click Save. |
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