How do I edit a future rate?

The hourly rate associated with a role in a rate table can be set to change on a future date. This article describes how to edit a future rate.

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. Select Rate Table

  • Click the name of the rate table you want to edit the future rate for.

3. Click Edit Current Rate

  1. Click the Action icon next to the rate you want to edit.
  2. In the context sensitive drop-down menu, click Edit Future Rate.

4. Edit Rate

Edit Rate
  1. Edit rate details as necessary.
  2. Click the Effective Since field and choose an effective date for your future rate.
  3. Select Choose Code to apply a rate code to your rate or Custom to define a custom rate.
  4. In the Amount field, enter the future hourly rate.
  5. Select the rate currency from the Currency drop-down box.
  6. Click Save.

5. View Rate

  • View updated rate.

Note: Changes to the rate are not visible at this point because the rate was edited to be effective on a future date.

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