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To create a Cost Rate:

  1. Expand WBS by clicking on the plus sign.

  2. Expand Cost Rate Setup by clicking on the plus sign

  3. Click on Cost Rate

    • Cost Rate* - Select an option from the menu that fits the Cost Rate being set up:

      1. Cost Rate By Employee, WBS Level 1

      2. Cost Rate on Employee, Time Code and WBS Level 1

    • Cost Code* - Select a bill code that was previously set up from the drop down menu.

    • Effective Date*: Enter the date this report will take effect.

    • Project* - Select a project that is already set up from the drop down menu where the rate will apply.

    • Phase* - Select a phase that is already set up from the drop down menu where the rate will apply.

    • Company* - Select a company that is already set up from the drop down menu where the rate will apply.

    • Time Code* - Select a time code that is already set up from the drop down menu where the rate will apply.

    • Function* - Select a function that is already set up from the drop down menu where the rate will apply.

    • Employee * - Select an Employee 

    • Currency* - Select the currency in which the rate will apply

    • Cost Rate* - Enter in the rate 

  4. Click the Save 

* Indicates a required field

Required fields will vary depending on the Cost Rate Selected