Units and Prices Detail Window of the Roles Tab of the Administration Page

Overview

Use this detail window to define the price/unit for up to five available rate types per effective date.

Screen Elements

Add (Ins)

Enables you to add another line of unit and price information to the grid.

Row Actions menu

Add: Adds a new item to the list.

Delete: Deletes the selected item.

Effective Date field

The date that the corresponding units/time period goes into effect for the role.

Max Units/Time field

The maximum work units per time this role can perform on assigned activities.

This number should correspond to the number of people who can fill this role.

Price/Unit fields

The non-overtime rate for the role, which is used to compute costs for any activities to which the role is assigned.

You can define up to five rate types for a role. Your organization can define text titles for each rate type as part of enterprise data.

Getting Here