Managing Rate Schedules

Rate schedules are available in Office to apply a standard set of rates to a project. To manage rate schedules:

1. Click the More Options button in the left navigation.
   
   
   
2. Choose the Data Table Maintenance option from the menu.
   
   
   
3. Click to open the Rate Schedule dropdown menu.
   
   
   
4. To add a new rate schedule, click the Create New Rate Schedule option at the bottom of the menu.
   
   
   
5. The Add Rate Schedule dialogue opens. Enter a name (required) and description (optional)
   
   
   
6. By default the invoice time rounding will be set to use actual time, but if desired the Invoice Time Rounding menu can be used to set it to round up to the nearest desired interval.
   
   
   
7. Then review the labor rates. By default this listing contains all resource types that are active in the organization and uses the rate that has been set for that role in the Labor Resource Type dialogue. These rates can be overwritten here. Available resource types can also be turned on or off for the rate schedule by clicking the arrow in the Include column.
8. Once the desired resource types and their corresponding labor rates have been set up, click the Save button to move forward with this rate schedule, or the Cancel button to discard.
9. To edit a rate schedule, click the Edit icon that appears to its right in the listing.
   
   
   
10. The Edit Rate Schedule dialogue opens. Make any desired changes. This may include shifting the rate schedule's status to inactive by using the toggle. Please note that rate schedules may be deactivated, but cannot be deleted.
    
    
    
11. Click the Save button to move forward with this rate schedule, or the Cancel button to discard.