Managing Project Members & Rates

Every team member who needs to log time to a project must first be assigned to it. This page covers how to add and remove team members on a project, and how to set custom rates at the project level — both for non-service projects (project-member rates) and for service-based projects (project-service-member rates). 
 
 Two Modes of Member Assignment 
 How you assign team members depends on whether the project uses services: 
 
 
 
 Project mode 
 How members are assigned 
 Rate override level 
 
 
 
 
 Without services 
 Directly to the project via the Members multi-select 
 Project-member rate 
 
 
 With services 
 To individual services within the project, via each service card 
 Project-service-member rate 
 
 
 
 Both modes are configured on the project form (create or edit). The Enable Services toggle determines which mode is active. 
 
 Non-Service Projects: Adding Members Directly 
 When a project does not use services, team members are assigned directly. 
 
 Open the project (create or edit). 
 In the Members multi-select, choose the team members who should have access to this project. 
 Click Save (or Create Project if creating). 
 
 Selected team members can immediately log time to this project. To remove a team member, deselect them from the Members multi-select and save. 
 Setting project-member rates 
 When you add team members to a non-service project, a Member Rate table appears below the member selector. Each selected team member gets a row with a Hourly Rate (/hr) input. 
 This rate — the project-member rate — overrides both the project's default rate and the team member's base rate when they log time to this project. It's the most specific rate available on non-service projects. 
 If you leave a team member's rate blank, the input shows a placeholder indicating which rate will apply instead: 
 
 "Project rate: X/hr" — if the project has a default rate 
 "Base rate: X/hr" — if the project has no rate, but the team member has a base rate 
 
 The description above the table explains: "Rates here take priority. If empty, the project's hourly rate is used. If the project has no rate, the member's base rate applies." 
 Where project-member rates fit in the rate hierarchy 
 For non-service projects, the rate hierarchy is: 
 
 
 
 Priority 
 Rate level 
 Source 
 
 
 
 
 1 
 Project-member rate 
 The rate you set in the Member Rate table 
 
 
 2 
 Project rate 
 The project's default Hourly Rate field 
 
 
 3 
 Member base rate 
 The team member's organization-level base rate 
 
 
 
 
 Service-Based Projects: Adding Members Through Services 
 When a project uses services, team members are assigned to specific services within the project — not to the project directly. A team member might be assigned to "Tax Advisory" and "Bookkeeping" but not "Audit" on the same project. 
 Member assignment on service-based projects is managed through the service cards on the project form. For step-by-step instructions, see Managing Project Services & Rates . 
 Setting project-service-member rates 
 Each service card on the project form shows the team members assigned to that service. Each team member has a Hourly Rate (/hr) input where you can set a custom rate for that specific team member on that specific service within this project. 
 This is the project-service-member rate — the most granular rate level in Invup. It overrides every other rate in the chain. 
 
 Where project-service-member rates fit in the rate hierarchy 
 For service-based projects, the rate hierarchy checks these levels: 
 
 
 
 Priority 
 Rate level 
 Source 
 
 
 
 
 0 
 Non-billable check 
 $0.00 if the service is non-billable 
 
 
 1 
 Project-service-member rate 
 The rate you set per team member on the service card 
 
 
 2 
 Member-service rate 
 Set on the service detail page 
 
 
 3 
 Project-service rate 
 The service card's Service Rate field 
 
 
 4 
 Service base rate 
 The service's default rate 
 
 
 5 
 Project rate 
 The project's default Hourly Rate 
 
 
 6 
 Member base rate 
 The team member's organization-level base rate 
 
 
 
 
 Removing Members 
 From a non-service project 
 Deselect the team member from the Members multi-select and save. Their project-member rate is removed along with the assignment. 
 From a service-based project 
 Remove the team member from the individual service card. If a team member is assigned to multiple services, you need to remove them from each service separately. 
 Removing a team member from a project does not delete their existing time entries — those entries remain in the project's history. 
 
 When to Use Project-Level Rate Overrides 
 Use project-member rates when a team member should be billed at a different rate on a specific project than their base rate. This is common when different clients have different negotiated rates — for example, a consulting firm might charge a senior consultant at $275/hr for most clients but at $225/hr for a long-standing client's project. 
 Use project-service-member rates when the override needs to be specific to both the team member and the type of work. For example, an architecture firm might charge a principal architect at $300/hr for "Schematic Design" but $250/hr for "Construction Administration" on the same project. 
 Rely on defaults when all team members on a project should be billed at the same rate. Set the project's default hourly rate and skip individual overrides — simpler to manage and less prone to configuration errors. 
 For a complete explanation of how rates are resolved, see Understanding the Rate Hierarchy .