Working with Rate Details

User Rights:

Location:

Project Administrator

Company > Resources

Resource rates can be defined and allowed to change over time for each resource.  This provides the benefit of tracking historical rates.  The resource rates apply to the Unit Type and Number per Unit in the Billing information section.  The application uses these rates when calculating costs over a given period.  Resource rates are accessible from the Resource profile page.

  1. Click Company Tab

  2. Click on the Resources option on the Menu to open Resource Management List

  3. Click the Resource’s Full Name in the Resource Management List to open the Resource Profile page.

  4. Click the Resource Rates tab on the Resource Profile Page to open the Resource Rates page. 

  5. If more than one Rate Schedule is being used by Your Company, click on the Tab with the Rate Schedule you want to work with

 

Note:

The Resource Rate list displays the Rate amount, type and the date the rate is effective from. The first rate in the list will always have a blank Effective From date.

 

Related

Assigning Rates to a Resource

Modify Rates assigned to a Resource

Removing Rates assigned to a Resource