Billing rates report
- Run report called billing rates (leave filters as they are)
- Export to CSV and open
- Save as excel
- Right click in cell B2, delete and shift cells up (is practise is inline with name)
- Repeat for Col C
- Add filter to top row, filter row A by blanks and delete all rows
- Insert col inbetween A & B
- Start to write the persons first name in the first cell, and then the second the remaining names will show up in grey, press enter to auto populate
- Col G add formula to each row: =F2/E2
- Copy all of col G and the special paste into Col H as values
- Highlight entire sheet, custom sort with headers by Practise – user and then col B
- Hide col E-G
- Add billing rates in Col G for each person into the resource tab for the current month of each of the schedule.
- Filter so only those marked as active for that practise are visible.
- Investigate any that have a $0 or error.
- Have they been offboarded?
- Are they new so have no billable data accrued? - $165
- Internal hrs only? - $165
Please note
- You cannot do a bulk copy and paste due to hidden rows and different sorting in the schedules = 1 by 1.
- Inactive teammates should be at $0
- Some teammates have set rates check if there is a comment
- DWER resource rates to be as per their DWER rate (see either the project or their user profile)