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To create a Cost Rate:

  1. Expand WBS by clicking on the

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  2. Expand Cost Rate Setup by clicking on the

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  2. Click on Cost Rate

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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

  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.

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    • Time Code* - Select a

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    • time code that is already set up from the drop down menu where the rate will apply.

    • WBS Level

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    • 1* - Select a

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    • project that is already set up from the drop down menu where the rate will apply.

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    • WBS Level 2* - Select a

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Department* - Select a department that is already set up from the drop down menu where the rate will apply.

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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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    • 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

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