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Rate Sheet Window

To access the Rate Sheet:

1. Go to the shell tab and switch to User mode.
2. In the left Navigator, select Activity Manager, and then select Rate Sheet to access the Rate Sheets log.

The log lists the rate sheets. Each rate sheet has a gear menu ( ) that can be used to open the rate sheet; you can also double-click a rate sheet to open it.

The rate sheet log has the following toolbar options:

• View
• Print
• Refresh
• Find on Page
• Expand All Groups, or Collapse All Groups

The View toolbar option (the Resource view as is the default view) enables you to view the attributes of the rate sheet derived from the activity sheet. From the View toolbar option, use the Resource or Role option to switch between Resource or Role views respectively. The main log, or grid, and the Rates tab layout are identical in the two views.

In the main log, or grid, you can see the following columns:

• ID
• Name
• Type (not available for the Role view)
• Status
• Currency

Select any item to view and the Rates tab displays the details.

See Also

Rate Sheet Node

Rate Sheets Node Log

Creating a Rate Sheet

In This Section

Rates

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Last Published Friday, April 11, 2025