How do I copy a rate table?

There are times when you have a rate table that is very useful but you just wish you could tweak it to change one or two things. Instead of starting over you can copy the existing rate table and use that as a starting point for your new rate table. This article describes how to copy a rate table.

1. Click Resource Rates

Click Resource Rates
  1. Click the Review button on the Icon Bar.
  2. Click User Management to expand the menu, then click Resource Rates.

2. Click Copy

Click CopyZoom: Click Copy
  1. Click the triangle next to the rate table you want to copy.
  2. In the context sensitive drop-down menu, click Copy.

3. Copy Rate Table

Copy Rate Table
  1. In the Name field, type a name for your rate table.
  2. In the Description field, type a description of your rate table.
  3. Select Copy Future Rates to copy all future rate values to the new rate table.
  4. Click Save.

4. View Rate Table

View Rate TableZoom: View Rate Table
  • View resulting rate table in rate tables list.

0 Comments

Add your comment

E-Mail me when someone replies to this comment