Editing a Rate Card by Job Role
- Go to the Project section.
- Click on the Finances tab and select Rate Cards.
- Choose the Rate Card containing the roles you want to modify.
- Click on the three dots icon and select Edit.
- In the overlay window, update the Bill Rate as needed.
- Click Update to save your changes.
Editing a Rate Card for a Resource
- Go to the Project section and click on the Projects tab.
- Select Active Projects from the Project List.
- Click on the project name where the employee is assigned.
- Open the Team section under Active Allocation.
- Click the Edit icon next to the employee’s name.
- In the Bill Rate field, enter the New Rate.
- Click Update, then Confirm to save the changes.
Comments
0 comments
Please sign in to leave a comment.