Understanding the data displayed within the Forecasted Billing Rate and Forecasted Cost Rate columns on the Project Team page is crucial for effective project planning, staffing, and cost management.
These columns display rates for each team member or role according to the Onboarding date, Offboarding date, Project Start date, and Project End date fields.
This article explains how these rates are determined, the conditions under which they are displayed, and how to interpret missing rate information to support accurate project management and resource allocation.
User Rates
| Condition | Rate Displayed |
|---|---|
| Onboarding date is in the future | Rate defined on Onboarding date (if any*) |
| Today is between Onboarding and Offboarding dates | Today’s rate |
| Offboarding date is in the past | Rate defined on Offboarding date (if any*) |
Note: * If no Rate is defined on the applicable Onboarding or Offboarding date, no Rate is displayed. This indicates that rate information is missing and may require review or configuration to support accurate planning, forecasting, or reporting.
Role Rates
| Condition | Rate Displayed |
|---|---|
| Project Start date is in the future | Rate defined on Project Start date (if any**) |
| Today is between project Start and End dates | Today’s rate |
| Project End date is in the past | Rate defined on Project End date (if any**) |
Note: ** If no rate is defined on the applicable Project Start or End date, no Rate is displayed. This serves as a signal that role rate configuration may be incomplete and should be reviewed to ensure accurate project cost and billing