Siebel Professional Services Automation Guide > Project Management > Administrator Procedures for Project Management >

Associating Rates and Project Resources with a Rate List

The following procedure explains how to associate rates and project resources with a rate list. This procedure should be used after you have completed Adding New Project Resources to the Product List.

To associate rates and project resources with a rate list

1. Navigate to the Administration - Pricing screen > Rate List view.
2. Drill down on the Rate List field hyperlink for a selected Rate List record that you want to add rates to.

   The Rate List Line Items view appears.

3. In the Rate List Line Items list, click New to display the Add Position Types box.

   NOTE:  The resources that appear in the Position Types dialog box have been defined as products in the Siebel application. For example, the project resource that you created in Adding New Project Resources to the Product List.

4. In the Position Types dialog box, select the project resource record that you want to add to the rate list, and then click OK.

   The selected project resource appears in the Resource field.

5. In the Rate List Line Items list, complete the remaining fields.

   Some fields are described in the following table.

   Field	Comments
   Rate/Hour	Standard charge per hour for the specified project resource product.
   Resource	Project resource product for which the rate is being specified, such as Consultant or Field Engineer.