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To create a

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Cost Rate:

  1. Expand WBS by clicking on the

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  1. arrow image-20240531-145334.pngImage Added .

  2. Expand 

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  1. Cost Rate Setup by clicking on the

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  2. Click on

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  1. Cost Rate

Click on Add

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  1. Select Add

  2. In the New Cost Rate setup screen select the following fields.

    • Cost Code* - Select a

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    • cost code to indicate what components will drive the rate. Depending on the type of bill code selected the additional fields in the window will vary

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

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

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    • WBS Level 1* - Select a project that is already set up from the drop down menu where the rate will apply.

    • WBS Level 2* - Select a task 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 

  1. Click the Save 

* Indicates a required field

Required fields will vary depending on the Cost Rate Selected