Set Up Default Cost and Billing Rates for Plans

To select default methods and rate tables for calculating plan amounts, go to the Rates tab on the Resource Planning Settings form.

With the necessary security rights, users can change the default settings for individual projects and opportunities.

Before you can select default rate tables for planning, you must set up those tables. To do that, click Billing > Billing Rate Tables in the Navigation pane of the desktop application.

To specify default rate settings:

1. In the Navigation pane, go to the Settings section and select Resource Planning.
2. Click the Rates tab.
3. In Budget Type, indicate if plans will be based on cost, billing, or both cost and billing.

   Additional fields display based on your selection.

4. Select the methods, rate tables, and multipliers that you want to use as defaults.
5. Click Save.