This feature is part of an early access release and isn’t enabled by default. Access is available on request only.
Rate cards let you save a defined set of bill rates by role and apply them to your projects. Instead of setting bill rates person by person or project by project, you can build a rate card once and select it when staffing a project.
A rate card is a named set of bill rates organized by role. Each rate card has:
A name
Additionally, if your team is on a Pro or Enterprise plan, the rate card also includes:
A currency - selected from the currencies enabled for your team
An optional client or clients the card applies to.
When you apply a rate card to a project, Float populates the project team's bill rates from the card.
📝 Note: Rate cards set bill rates only. Cost rates are not part of rate cards - they continue to be managed at the role and person levels.
Plan availability
Standard rate cards are available on all plans. Client-specific rate cards and currencies are available only on Pro and Enterprise plans.
Access
Access to Rate cards management is limited to Account Owners and Admins only.
Role bill rates migration
Previously, role bill rates were set and managed in Team settings > Roles & rates. With the update of Float's navigation, and the introduction of Data studio, role bill rates are now managed in Data studio > Rate cards.
If you were already using role bill rates, they were automatically migrated to a default rate card. To help you adjust, until September 9, 2026, role bill rates also stay visible in Data studio > Roles, alongside your role cost rates. From September 9, 2026, Rate cards will be the only place to set and manage role bill rates.
Rate cards management
Rate cards can be accessed from the left-hand sidebar > Data studio > Rate cards. This is where you can view and edit all active and archived rate cards for your team.
The Display options in the top right corner of the page let us hide/show Clients, Projects, and Currency.
💡 Here's a tip: You can resize the columns in the rate cards table - useful if you have long role or card names.
Creating a rate card
To add a new rate card:
Go to Data studio > Rate cards.
Click the plus button (+) in the top right of the page.
Enter a name for the card.
Complete the other rate details as needed. If your team is on the Pro or Enterprise plan, you can select a currency from the list of currencies enabled for your team, and select one or more clients the card applies to. Leave the client field blank to make the card available to all projects and clients.
Add roles from the list of all the roles in your team. You can do it either manually with +Add role or using the Import from CSV feature.
Enter a bill rate for each role, either manually or using the Import from CSV feature. You can tab through the rate fields to enter them quickly.
Click Save rate card. It will appear in your list of rate cards.
Starter plan | Pro/Enterprise plan |
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Importing rate cards
To add multiple roles and bill rates, you can import them via CSV upload or using the API.
CSV upload — you can upload one rate card at a time. Once you select a CSV file, you will be asked to map the role and the bill rates cells to the corresponding columns in your file. Here's the rate card uploader example: Float-rate-card-import-template.csv. To ensure the successful upload of all the rates, ensure that the roles are already created in Data studio > Roles.
API — create rate cards directly from third-party systems using the API.
Editing rate cards
To edit a rate card's details, click on it, make your changes, and click Update rate card.
Duplicate rate card
To duplicate a rate card, open the rate card, use the action menu, and select Duplicate.
Exporting rate cards
To export your existing rate cards from Float, open the rate card, use the action menu, and select Export. It will export your roles and rates into a CSV file. The exported file name includes the rate card name, currency, and client name. The client's name is shown only when there is a single client. If there are multiple clients, the file name uses “multiple clients” instead. If no client is assigned, the client name is not included in the file name.
Archiving rate cards
To archive a rate card, select it from the list and click Archive, or use the action menu > Archive. Archiving a rate card prevents it from being applied to new projects, but keeps existing project rates unchanged. If needed, archived rate cards can be restored from the Rate cards > Archived page.
Restoring rate cards
To restore an archived rate card, go to Rate cards > Archived, select a card from the list, and click Activate. Moving a rate card to active makes it available for new projects.
Deleting rate cards
To delete a rate card, it needs to be archived first. A rate card can only be permanently deleted if it is not linked to any project. To permanently remove a rate card, remove it from the project first, and then go to Rate cards > Archived, select a card from the list, and click Delete. Deleting a rate card is permanent and cannot be undone.
Bill rate hierarchy
Rate cards are a way to set role bill rates in bulk. They sit within Float's existing bill rate hierarchy: Role bill rate → Person bill rate → Project bill rate → Phase bill rate.
Applying a rate card to a project sets the bill rates at the project level, overriding role- and person-level rates for that project. If needed, you can further override these rates at the project or phase level.
Applying a rate card to a project
Once rate cards are added, you apply them to a project. Rate cards become available once a project has a budget type that uses bill rates - Time & materials or Fixed fee - and a currency set. For those projects, there are three ways to set bill rates for a project team:
Use a rate card
Set them manually
Use the same rate for everyone
New projects default to using a rate card.
Rate cards available for a project depend on the project's client and currency:
Cards with no client set are available to all projects. These are your company's default or rack rates.
Cards with a client set appear only for projects assigned to that client, in addition to the default cards. For example, a card built for "Float Agency" shows up only when Float Agency is the project's client.
Currency narrows the list further. Only rate cards in the project's currency appear. If a project is set to Australian dollars, only AUD rate cards show, and the rate values populate in AUD.
📝 Note: The rate values on a rate card are tied to its currency. A card set in AUD applies AUD amounts to the project; it is not converted.
To apply a rate card to a project:
Open the project settings.
Set the project's budget type to Time & materials or Fixed fee, and select the project currency.
In the Team tab, select Use rate card.
Select the rate card from the list of available cards - either standard or client-specific.
Float populates the rate card bill rates for both the people and unassigned roles.
Click Update project to save. The bill rates apply across the project.
Overwriting the rate card bill rates
Once a rate card is applied to a project, the same bill rates are used across all phases of the project and become read-only. To set different bill rates for specific people or phases, switch the project's Bill rates setting to Set manually. Bill rates are then inherited from the role level, or from a person's profile if they have a rate set at the personal level.
