You can override an employee's standard bill rate by rate or discount When there is an override the new bill rate or discount rate of the employee takes precedence over the job bill rate and discount override you define at the project level and task level.
Note: When you override an employee standard bill rate by a rate override, the new employee bill rate becomes the employee bill rate for the project or lowest task. When you override the employee standard bill rate by a discount override, the discount override is applied to the standard employee bill rate at the task level.
To enter employee bill rate overrides, you must select and expand Bill Rates and Overrides from the list of options in the Projects, Templates window.
Note: Discounts that you enter in the standard bill rate schedule for the project are not applied to employee bill rate overrides.
When you override an employee's bill rate, the new employee bill rate takes precedence over the following override you can define at the project level:
Job bill rate override
In addition, the new employee bill rate takes precedence over the following information you can define at the task level:
Job bill rate override
Standard bill rate schedule
Labor multiplier
If Oracle Project Resource Management is used to schedule resources to projects, you can specify bill rate overrides by scheduled assignments in Oracle Project Resource Management.
Based on the setting of the Assignment Precedes Task attribute for the project, the bill rate defined for the assignment is used to determine the bill amount for the actual labor transactions associated to the assignment
Assignment Precedes Task is enabled for a project: Assignment-level overrides take precedence over task-level overrides and are used to derive bill amounts for the actual transactions.
Assignment Precedes Task is not enabled for a project: Task-level overrides take precedence over any assignment-level overrides and are used to derive bill amounts for actual transactions.
If overrides are not defined for either assignment or task, the standard rate schedules in the project task definition are used for the bill amount derivation.
See: Assignment Precedes Task.
To enter employee bill rate overrides, you must select and expand Bill Rates and Discount Overrides from the list of options in the Projects, Templates window. When you enter employee bill rate overrides, you specify the following:
Employee Name/Number: Enter the name or number of the employee whose bill rate you want to override.
Note: You can enter bill rate and discount overrides for terminated employees. The profile option PA: Display Terminated Employees: Number of Days determines how many days after their termination employees can have bill rate and discount overrides entered.
Rate Currency: The default rate currency is the project functional currency. You can enter a currency that is different from the project functional currency if Enable Multi Currency Billing is checked for the project.
Rate: Enter the new bill rate you want to use.
Discount % Enter the discount percentage you want to apply to the standard employee bill rate.
Note: You can choose either a rate override or a discount %.
Reason: Enter the reason for the rate or discount percentage override. A reason is required based on the Implementation Options setting.
Effective From/To: Enter the date range the rate is effective.