Assigning Standard Rates, New Rates, and Rate Breakdowns

You can assign Standard Rate and Rate Breakdowns for the resources that were created manually, or through CSV import, in the Master Rate Sheet.

After the resource has been created, the right pane displays the Rates tab which will allow the creation of the Standard tab for the created resource.

The toolbar in the Rates tab, for the selected resource, will have the Create option. The Create option, enables you to open a rate breakdown structure grid and define the standard rates and rate breakdowns, by using the rate breakdown structure.

In the New Rate Breakdown window, you can add new rate breakdown, modify or remove an existing rate breakdown, and you can define the rates per effective date. The Effective From field, the New Rate Breakdown window, is editable and displays the current date. By default, the row which shows the rate per unit with the effective data will show the latest effective date that rate becomes active. The Code Type and the Rate Type fields (drop-down) display Standard and Direct, by default. You can use the Price / Unit field to add rate.

You create a new rate breakdown by using a copy of an existing rate (right-click a row and select Copy). The generated grid title will be shown as the Copy of Rate Breakdown with the effective date editable, and all of the existing rate breakdowns copied over. To complete creating a new breakdown, click Save.

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