How do I create a new rate code?
If your organization uses similar rates for multiple roles, rate codes may be used to facilitate rate management. This article describes how to create a new rate code.
1. Click Resource Rates
- Click the Review button on the Icon Bar.
- Click User Management to expand the menu, then click Resource Rates.
2. Click Rate Codes
- Click the Rate Codes tab.
3. Click Add New
- Click Add New.
4. Add Rate
- In the Code field, enter a name for your code.
- Click the Effective Since field and choose an effective date for your rate code.
- In the Amount field, enter the hourly rate.
- Select a currency from the Currency drop-down box.
- Click Save.
5. View Rate Code
- View newly created rate code.
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