Add or Update Project Prices

Use these steps to add or update the price list for a selected project.

To add or update project prices:

1. Under the Projects menu group, go to Projects > Project Home > Prices tab.
2. Use the search filter and/or the Search field to select a project.
3. In the card, select a currency in the Project Currency field.
   Note: This step must be done before any entries has been posted to the project.
4. Select a currency in the Invoice Currency field.
   Note: When invoice currency is different from project currency, it only relates to Invoices on Account.
5. Click the Sales tab to review the default price list.
6. Move back to the Project Specific Prices tab to add prices that will overwrite the prices in the price list.
7. Click Add Price List Line to add a line or you can click on the new line.
8. Click the Activity Type field and select a value from the dropdown list.
9. If applicable, enter values in the Task Description, Employee, or Employee Category No. to filter the prices specifically to any of these criteria.
10. Click the Billing Price field and enter a new hourly rate.
11. Add more lines and fill out the applicable fields to make specific prices for the projects.
12. Click Save.