Rate Cards
Guides for creating, managing, and applying Rate Cards to projects and deliverables.
By Almera1 author11 articles
How To Guide
Step-by-step guides for completing specific Rate Card tasks in Drum.
- How to Create a New Rate Card in DrumAdd a brand-new rate card and set its billable rates in a few short steps without affecting your default rate card.
- How to Set a Custom Rate Card for a DeliverableApply a specific rate card to a single deliverable so its billable rates can differ from the rest of the project.
- How to Set Up Your Default Rate Card in DrumCreate your account's default rate card, set billable rates by staff role, and make sure new projects bill correctly from day one
- How to Update a Rate CardAdd a new rate card set billable rates by role and save your changes in a few short steps.
- How to Update Historic Time to the Latest Billable RateUpdate selected historic time entries to the latest billable rate from the project's assigned Rate Card.
Tutorials
Guided walkthroughs for learning Drum features and completing common tasks.
- Set Up a Custom Rate Card for a DeliverableLearn how to give one deliverable its own Rate Card so its billable rates can differ from the rest of the project.
- Set Up a Rate Card and See It Applied to a ProjectLearn how a Rate Card, billable role, project, and time entry connect by setting one up and watching Drum apply it automatically.
Reference
Authoritative reference material for understanding Rate Card settings, rules, and behaviour in Drum.
Explanation
In-depth explanations of Rate Card concepts, principles, and workflows in Drum.
- How Deliverable Rate Cards Affect Project BillingThe concepts behind why a deliverable can bill differently from the rest of its project, and what that does and doesn't change.
- How Rate Cards Affect Project Budgets and Billable TimeUnderstand how Drum uses Rate Cards to set billable rates, and why keeping them current helps your project budgets and invoices reflect the right figures.