About this webinar:
Your rate card looks fine on paper. Then fiscal year rolls over, a few roles get promoted, one contract gets re-signed at a new rate, and suddenly your margin reports are drifting from the numbers you committed to in quarterly planning. It’s rarely one big break. It’s small gaps in rate governance that compound, project after project.
This session walks through what actually keeps rate integrity intact inside BigTime, and how the same platform that applies your bill rates every day can also be the one that protects them. We follow a real rate card through updates, lock points, and a side-by-side of what good governance versus poor governance does to project margin, even when the time entries look identical on the surface.
Watch to learn how to:
- Build Rate Cards That Scale: Decide when to go staff-based, role-based, or task-based, and why the “rule first, exceptions second” approach holds up whether you’re running 10 users or 150.
- Update Rates Without Breaking Projects: Use Lock Bill Rates to hold historical rates in place before rolling out new ones, so a fiscal year change doesn’t retroactively rewrite invoices you’ve already issued.
- Spot Margin Leakage Before It Compounds: Read the project margin report as an early warning system, not a quarter-end surprise, and know which rate configuration to investigate when the number looks off.
- Know When to Bring in Professional Services: Recognize the symptoms (missing bill rates, inconsistent margin across similar projects, forecast drift) that mean it’s time for a second set of eyes on your rate structure.
Hosted by Beth Ernst and Piner Markovchick, Senior Consultants on BigTime’s Professional Services team. Whether you’re cleaning up rate governance for the first time or tightening what you already have, hit play to see how rate discipline turns into real margin.