Redmine Rate plugin released

I’ve got a new Redmine plugin I’m Open Sourcing, the Redmine Rate plugin. This plugin will store billable rates for Users and will relate the amount of time worked to a specific amount. This was extracted out of the Budget plugin, once it was discovered that tracking historic rates was needed. Now if someone’s billable rate changes, the plugin will adapt to that change without affecting past transactions.

User rate history
User rate history

Features

  • Track rates for a user based on
    • Date Rate came into effect and
    • the Project
  • Store historic rate amounts
  • Lock rates to preserve historic calculations
  • Rate.for API for other plugins
  • Integration with the Billing plugin
  • Integration with the Budget plugin

Getting the plugin

A copy of the plugin can be downloaded from Little Stream Software or from GitHub

Installation and Setup

This plugin will convert existing data in the Budget or Billing plugins. To prevent data loss, I recommend you read the README that is included with the release.

Project member rates
Project member rates

Usage

There are a couple of ways to use this plugin:

Enter new rate for a project

There are two ways to set rates for a Member of a Project.

  1. Browse to the Project Settings page
  2. Select the Members tab
  3. Enter the rate for the Member and click the set Rate

Alternatively, Rates can be set in the User Administration panel

  1. Browse to the Administration panel
  2. Select Users
  3. Select the specific user to add a rate for
  4. Select the Membership tab and enter a rate for each project
  5. Or, select the Rate History and enter a new rate in the form

Enter default rate for a user

A default rate is a user’s Rate that doesn’t correspond to a specific project. It can be set in the User Administration panel:

  1. Browse to the Administration panel
  2. Select Users
  3. Select the specific user to add a rate for
  4. Select the Rate History and enter a new rate in the form, keep the Project field set to Default Rate.

Lock a Rate

Currently this feature is only available through the Rate API. A Rate will become locked once a valid TimeEntry is assigned to the Rate. This is used to make sure historical amounts are not changed.

User rate per project
User rate per project

License

This plugin is licensed under the GNU GPL v2.

Project help

If you need help you can contact me or create an issue in the Bug Tracker.

Thanks

I would like to thank Shane and Peter, Inc for sponsoring this plugin. If you find it useful, send your appreciation his way.

If you are currently working on a Redmine plugin and need help or have an idea for a plugin you would like developed, please contact me. My company, Little Stream Software, specializes in the development of custom Redmine features and Redmine plugins.

Eric

3 comments

  1. Peter says:

    Awesome! I can’t wait to hear what kind of feedback we get on this. Thanks for all the hard work on this Eric. It’s been an extremely useful addition to our toolset.

  2. edavis10 says:

    You’re welcome Peter. I’m already starting to get a few comments about it on Twitter. Once I release an update to the Budget plugin and then the Billing plugin, it should get some more visibility.

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