Rate cards in workspace settings

A rate card lists the cost of each job title, per hour or per day. Project finance uses it to turn tracked time into money. You manage rate cards in Settings, and the page is hidden on plans below Business.

At a glance

What it is	Named lists of rates by job title
Where to find it	Avatar > Settings > Financial & Billing > Rate Card
Who can use it	Owners and Admins
Plan	Business. The menu item is hidden on lower plans.

How do I create a rate card?

1. Click Create Rate Card. A card named “Untitled Rate Card” opens in a drawer with a default currency.
2. Enter the Name (required).
3. Choose the Currency.
4. Add roles: click Add Role and pick a job title, or use Add All to add every title. Remove All clears them.
5. Enter Rate per hour or Rate per day for each (minimum 0). The column follows your organization’s calculation method.
6. Click Save.

Save stays disabled while the card is untitled with no roles. If you close with changes you get “You have unsaved changes” with Save and Discard.

No job titles yet?

The drawer tells you to create job titles first. You can use Create New Job Title inside it, or go to job titles.

How do I find, edit or delete a rate card?

The list has Search rate cards by name, a Name and a Created column. Use the edit action to reopen the drawer. To delete, click the delete action and confirm Yes, delete. You see “Rate card deleted successfully”, and deleting removes its roles.

Hourly versus per-day pricing is set for the whole organization in the Admin Center. The drawer notes which method is active.

Best practices

• Create job titles first, because roles can only be chosen from existing titles.
• Confirm the calculation method before entering numbers, as the rate column changes with it.
• Name cards by purpose, such as year or client tier, since the list shows only name and created date.

Related guides

• Job titles
• Organization currency
• Project finance configuration
• Workspace settings overview