Team
Members, roles, capacity, staffing, and rates.
How-to guides 5
- Create and use rate cardsUse rate cards to price clients or projects by role without creating custom rates for every person.
- Set up contractor ratesSet bill, pay, and cost rates for contractors so billing and margin reporting work correctly.
- Set up rates: quick startChoose the simplest rate setup that lets Scrambl calculate billing, cost, margin, and time-based revenue.
- Set up W-2 employee rates and compensationUnderstand how employee compensation supports pay and cost reporting, and why bill rates still need separate setup.
- Troubleshoot why a member's rate looks wrongFind why Scrambl used an unexpected bill rate, pay rate, cost rate, or rate-card assignment.
Concepts 6
- Choose between rate cards and member overridesDecide whether standard role pricing or a member-specific exception is the right way to model a rate.
- Set up client vs project pricingChoose whether pricing should live at the client level, the project level, or both.
- Team overviewYour people directory, departments, capacity planner, staffing requests, and utilization in one module.
- Understand job roles and billing-role assignmentsJob roles define what a member can bill as; billing-role assignments decide where they use those roles.
- Understand rate effective datesUse start and end dates to control which rates apply to past, current, and future work.
- Use member rate overrides carefullyUnderstand when to use default rates, rate cards, and member-specific overrides so the effective rate is predictable.