How to...

The procedures that you use to add, copy, or delete rate tables are basically the same for all types of rate tables. See individual sections for specific procedures.

Related Topics:

  • Add a New Rate Table
    Create a new rate table for billing and cost/pay labor rates, labor categories, labor codes, and labor overrides to associate special billing rates or markups with labor and expenses charged to a project.
  • Copy an Existing Rate Table
    Instead of creating a new rate table from scratch, you can copy an existing table and modify it.
  • Set Up Cost/Pay Labor Tables and Specify Effective Dates
    When you set up cost/pay labor tables for labor rates, labor categories, or labor codes, use the grid on the relevant form to specify the effective date and the new rate.
  • Add Multiple Records to a Rate Table
    You can add multiple employees and their labor rate information at one time to a billing and/or cost labor rate table.
  • Delete a Rate Table
    You can delete a rate table unless the table is used in the current billing terms for any project, on the Intercompany Billing tab for any project in the Projects hub, or in Intercompany Billing Setup.
Parent Topic: Rate Tables