Adding Standard Rates and Rate Breakdowns

You can assign Standard Rate and Rate Breakdowns for custom roles.

After the roles have been created, the right pane will show the Rates tab which will allow you to create the Standard tab for the created resource. The Add Rate option, on the toolbar, opens the Rate Breakdown Structure window. In the Rate Breakdown Structure window you can define the standard rates and the rate breakdowns. You can define the rates per effective date. By default, for the standard rate the cost type and rate type will be Standard and Direct.

You can add new or modify or remove existing rate breakdown and click Save to create a new breakdown with different effective date.

You can edit the existing rate and effective date. By default, when you expand the row, the row will display the rate per unit, with the latest effective date from which point the rate becomes active.

You can create a new rate breakdown by copying (Copy From) an existing rate (a row). In this scenario, a new rate breakdown grid will be displayed above the existing rate breakdown. The grid title will be "Copy of Rate Breakdown," and the effective date is editable.

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