How do I edit a future personal rate?

The hourly rate associated with a personal rate can be set to change on a future date. This article describes how to edit a future personal 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. Click Personal Rates

  • Click the Personal Rates tab.

3. Click Edit Future Rate

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

4. Edit Rate

Edit Rate
  1. Click the Effective Since field and choose an effective date for your future personal rate.
  2. Select Choose Code to apply a rate code to your personal rate, Custom to define a custom rate, or No Personal Rate to remove a user's personal rate.
  3. In the Amount field, enter the future hourly rate.
  4. Select the rate currency from the Currency drop-down box.
  5. Click Save.

5. View Personal Rates

  • View personal rates.

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

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