The Create option on the Rate Sheets log window enables you to manually create a rate sheet and retrieve resources and roles information from the Activity Sheet and the corresponding rates from the Master Rate Sheet.
You can create multiple rate sheets as per business needs. For example, you can create an Internal Rate Sheet to apply internal rates for the resources and roles in the project. If they work on client sites, create another called External Rate Sheet. Other examples can include an Overtime and Standard rate sheets. Use the same rate sheet across the individual projects in the Activity Sheet or apply different rate sheets to the individual projects.
Note: Creating rate sheets is optional.
To create a Rate Sheet:
- From the toolbar, click Create to open the Create Rate Sheet window.
- Enter a name in the required Name field.
- Optionally, add a description.
- Click Create. (Click Cancel to exit the Create Rate Sheet dialog.)
The new rate sheet appears in the Rate Sheets log window.