Agreement Work Roles Tab
The Work Roles tab on an agreement lets you override the billing rates set in the Work Role Setup Table for time entered against this specific agreement.
If you leave Work Role set to (All), the rate you enter applies to every work role on the agreement — useful for flat-rate agreements or blanket discounts (e.g., a 0.9 multiplier for a 10% discount across the board).
Rate types
When adding a work role rate, select one of three Rate Type options:
| Rate Type | Rate field | How it calculates | Example (base $100) |
|---|---|---|---|
| Custom | Dollar amount | Replaces the default rate entirely | $200 → bills at $200 |
| Adjustment Amount | Dollar amount (positive or negative) | Adds to (or subtracts from) the default rate | $25 → bills at $125 |
| Multiplier | Decimal multiplier | Multiplies the default rate | 1.5 → bills at $150 |
Billing rate hierarchy
ConnectWise resolves the billing rate by working down a priority chain. Rates set closer to the time entry win. From highest to lowest priority:
- Time Entry screen — Work Role and Work Type set directly on the entry; adjust the Hourly Rate in the Billing Options pod after saving.
- Service Ticket Finance tab — Set Work Role or Work Type in the Finance Information pod, then set Method to Override Rate or Fixed Fee.
- Project Billing Rates pod — Set a Work Role rate in the Billing Rates pod on the Project Finance tab.
- Agreement Work Type tab — Work Type modifies the Work Role rate for time entered against the agreement.
- Agreement Work Role tab — Work Role rate applies to time entered against the agreement. Work Type further modifies it.
- Agreement Type Setup Table — Default Work Role and Work Type for the agreement type.
- Company Finance screen — Client-specific rates; the Work Role and Work Type tabs set rates for all time entered for that company.
- Member screen — Member-specific default Work Role, Work Type, and optional custom Hourly Rate.
- Work Type Setup Table — Fallback Work Type rates when no other custom rate applies.
- Work Role Setup Table — Fallback Work Role rates when no other custom rate applies.
Field reference
List view columns
| Column | What it shows |
|---|---|
| Status | Whether the rate entry is active |
| Work Role | The work role this rate applies to |
| Location | The location scope |
| Rate | The rate value |
| Type | Rate type (Custom, Adjustment, or Multiplier) |
| Limit Amount | Hours, incidents, or dollar amount eligible at this rate |
| Effective Date | When the rate takes effect |
| Ending Date | When the rate expires (blank = no end date) |
| Agreement Type | The agreement type |
| Agreement Name | The agreement this rate belongs to |
Work role rate entry fields
Location — The location this rate applies to. Select (All) to cover every location on the agreement.
Work Role — The work role to override. Select (All) to apply the rate to every work role on the agreement.
Rate Type — Custom, Adjustment Amount, or Multiplier. See the table above.
Rate — The dollar amount or multiplier value for the selected rate type.
Agreement — Defaults to the current agreement. Change only if adding this rate from outside the agreement record.
Limit To — The maximum hours or dollar amount covered at this rate. Once the limit is reached, additional time bills as overage at the rate specified.
Note: Limit To cannot be used with incident-based agreements. For a limit to apply, the agreement must not have exceeded its application limit or per-period cap set in the Application Parameters pod.
Effective Date — Defaults to today. If you’re back-dating an agreement, set this date to before the first time entry you want the rate to cover — otherwise the override does not apply.
End Date — Select the checkbox and choose a date to add an expiry. Clear the checkbox for an open-ended rate.