In the Rates tab, there are two columns:
- Effective Date
- Price/Unit
Information is retrieved from the Master Rate Sheet. You can create multiple rate instances for a resource/role for different effective dates. The Cancel and Save options appear when you make a change.
From the gear menu (
) of a rate, click Add to add a row above it. Complete the Effective Date and Price/Unit fields. Click Save to save changes.
Note: The effective date and rates entered in the tab are not overwritten on refresh. Clicking Refresh in the Rate Sheets log pulls any additional resources and roles from the Activity Sheet.
On the Rates tab, you can click the Create option to open the Create Rate Breakdown window. The Create Rate Breakdown window has the following columns:
- Cost Type
To select the cost type corresponding to the rate which is being created for the role or resource.
- Rate Type
To select the type of rate which is being created for the role/resource.
- Price/Unit
To provide a price or unit by way of selecting from the drop-down field Manual (Price/Unit) from the method. This can be done manually or by using the Formula Builder (click the calculator icon in the Price/Unite cell).