This article explains how to create, edit, delete, and apply plan-level rate tables.
Click on the ellipsis in the Work Plan toolbar, then select Rate Table. The Rate Tables form will open.
-
Click the Add (+) icon. The Add Table form will open.
-
Complete the Add Table form.
-
Table Name: Enter the name of the new rate table.
-
-
Click ADD.
-
Add resources to the rate table.
-
Search for a resource by entering the role or name into the Add Resource field. Search results will appear under the field. Select the desired resource.
-
-
Edit the Rate for each resource as necessary.
-
Click the Rate field for the desired resource and enter the new rate.
-
-
Click SAVE.
-
Select a rate table from the Table drop down.
-
Click the Edit icon. The Edit Table form will open.
-
Complete the Edit Table form.
-
Table Name: Edit the name of the rate table.
-
-
Click SAVE.
-
Update the resources and resource Rates as necessary.
NOTE: To remove a resource, click the Delete icon next to the desired resource.
-
Click SAVE.
-
Select a rate table from the Table drop down.
-
Click the Delete icon.
-
Confirm the deletion.
Once you have created rate tables, you can apply those new rates to various tasks within a project.
-
Right click on any column header in the grid.
-
Go to Columns and select Rate Table. The Rate Table column will be added to the far right of the grid.
-
(Optional) Drag and drop the Rate Table column to the desired location.
-
Within the Rate Table column, select the rate table you would like to apply to the tasks.