The Role based pricing doesn't work correctly. There needs to be a parameter setting individually for Cost price and Sales price whether to use the Project role, the Default role, or the Project role and fall back to the Default role (if no Project role is defined). Most customers want Sales prices to use the Project role and fall back to the Default role, and Cost prices to use the Default role.

We need the same kind of setting for the Role that is written into the Hours transaction table for reporting purposes.

Under Review
Ideas Administrator

Thank you for the suggestion! This has been added to our roadmap and will be considered for a future release.


Kim Nelson

Program Manager, Project management and accounting 




And the roles are not supported in the timesheets at all.

Category: Project Sales, Billing, Pricing and Costing