Rate Sheets Node Log Window

Create

To create a new rate sheet by copying a data from Company Workspace and Activity Sheet.

Refresh

To refresh the contents of the page.

Delete

To delete an item

Find on Page

To find an item on the page.

Name

The name of the rate sheet entered in the Create Rate Sheet dialog.

Description

The description for the rate sheet entered in the Create Rate Sheet dialog.

Last updated

The date the sheet was last updated manually or through Refresh.

Created By

The name of the user who created the rate sheet.

Open

To open a rate sheet.

Note: You can also double-click to open the sheet.

Copy

To select a rate sheet and create a copy of that rate sheet. Enter a name and description and then click Save to complete the action.

Delete

To delete one or multiple rate sheets.

Note: The Delete option in the toolbar allows you to delete multiple rate sheets simultaneously. If a rate sheet is being used in the Activity Sheet, then it cannot be deleted.

Refresh

To refresh a rate sheet based on resources and roles that are used in the system activity sheet of the shell.

Select a single or multiple rate sheets and click Refresh to update the list of resources and roles based on the latest data available in the Activity Sheet, and the corresponding rates from the Master Rate Sheet. Click Yes in the Confirmation window to update.

On refresh, the following updates are implemented:

• If a resource/role has been removed in the Activity Sheet in the shell, then the role/resource and corresponding rates are removed from the rate sheet.
• If a resource/role has been added to the Activity Sheet in the shell, then the new role/resource is added to the rate sheet and its corresponding rates are retrieved from the Master Rate Sheet.
• If the resource/role exists in both Activity Sheet and the rate sheet, then the system updates the resource/role name, if applicable (using resource or role ID as the identifier).

Export CSV

Use the options to export Role or Resource Rate Breakdown as CSV. This comprises the list retrieved from the shell Activity Sheet. The structure includes ID, name, status, effective date, cost type, rate type, and price/unit information.

• Export Role Rate Breakdown: To export role rates data.
• Export Resource Rate Breakdown: To export resource rates data.

Update Data

Use the options to import the modified Role or Resource Rates CSV files in order to update role and resource rates.

• Import Role Rate Breakdown: To update the role rates using an imported CSV and making changes to the data from Export CSV (Export Role Rates).
• Import Resource Rate Breakdown: To update the resource rates using an imported CSV and making changes to the data from Export CSV (Export Resource Rates).

Audit Log tab

To provide the following information:

• Date
• Event
• Action
• Field Name
• Old Value
• New Value
• User Name
• Proxy User

Permissions tab

To provide information about:

• Selected Users/Groups
• Permissions

Schedule tab

To set Frequency for Refresh Rates.