How are Rates Calculated?
Applicable Versions: Single User Free, single User Pro, Multi User Pro
The rate is actually assigned in an Auto-Enter calculation for the TimeRate field in CCTimeData. You can easily tell how a given rate was calculated by checking out the TimeRateRule field in the same file. This field records the name of the rule used to determine rates. Reading the Case statements of either field’s Auto-Enter calculation will explain exactly how rates are determined. For a more narrative explanation of how CC Time approaches rates, read on...
You can assign rates to a number of objects in CC Time: Clients, Projects, Tasks, and Users can all have their own rates, for instance. When multiple rates come into play for a given time record, CC Time evaluates them in a specific order, privileging “client side” rates above “house side” rate. Thus, if you’ve identified a Project rate and a User rate, the system will take the Project rate because that is more specific to the client (ie. that is something you might have told the client).
CC Time also privileges more specific rates over more general rates. So, if you have assigned a rate to a Client and a different rate to one of their Projects, the Project rate would be used because that is more specific than the client rate and is likely an adjustment of it.
Finally, at the most specific level, if you’ve associated a rate with cards, that card-rate will be used when logging time directly against the card.
Note that the Free version of CC Time does not have categories for Users, Cost Centers, or Client Specific Categories. Aside from this, rates are calculated the same way across versions.