Edit a Rate in the Project level Rates Tool

Beta

Company Administrators can enable the Resource Management: Rate Tables - Company & Project Rate Management beta in Procore Explore. (US 2 | UK)

Background

While Rates are generally managed in the Company level Rates tool, you can override specific rates in the Project level Rates tool if a project requires different pricing.

Things to Consider

  • Required User Permissions

  • You can only override a flat rate, not a calculated rate.

  • If you can override the rate, the Project Overridable pill Project Overrideble Tag appears above the column.

  • When importing, the template will only include fields that are overridable.

Prerequisites

Steps

Manually Update Rates

  1. Navigate to the Project level Rates tool.

  2. Click the rate table name.

  3. Click Edit.

  4. Enter a new rate value for the desired rate.

  5. Click Save.

Import Equipment Rates

  1. Navigate to the Project level Rates tool.

  2. Click the rate table.

  3. In the 'Rate Table' section, click Import.

  4. Click Download Excel Template, to download the template with your current columns.

  5. In the spreadsheet, enter the following information:

    • Equipment Category Name and Equipment Type Name, which match the equipment categories and types in your Company Equipment tool.

    • A rate for each column and equipment type row.

  6. Save the spreadsheet.

  7. Navigate back to Procore and the Import window.

  8. Attach the file.

    1. Click Attach Files and select the updated rate table spreadsheet. Then click Open.

    2. Drag and drop the updated rate table spreadsheet from your computer to the 'Drag and Drop' section.

  9. Click Upload.

  10. Click Save.

Import Labor Rates

  1. Navigate to the Project level Rates tool.

  2. Click the rate table.

  3. In the 'Rate Table' section, click Import.

  4. Click Download Excel Template, to download the template with your current columns.

  5. In the spreadsheet, enter the following information:

    • Work Classification Name, which matches the classifications in your company Admin tool.

    • A rate for each column and each classification row.

  6. Save the spreadsheet.

  7. Navigate back to the Import window.

  8. Attach the file.

    1. Click Attach Files and select the updated rate table spreadsheet. Then click Open.

    2. Drag and drop the updated rate table spreadsheet from your computer to the 'Drag and Drop' section.

  9. Click Upload.

  10. Click Save.

See Also

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