View Rate Tables

Navigate to the company or project's Rates tool.

Configure your view.

• Column Data

  1. Click the table settings icon to configure what data is displayed in the table.

  2. Move the toggles ON or OFF to show or hide a column.

  Show/Hide Fields

  • Assigned Projects (Company level only)

  • Created By

  • Created On

  • Effective Date

  • Expiration Date

  • Name

  • Resource Category

  • Status

  • Updated On

• Column Order

  1. Click and hold the column header. Then move it to the desired location using a drag and drop operation.

• Column Sort

  1. Click the column. Click again to switch between ascending or descending order:

     • Ascending

     • Descending

• Pinning and Sizing

  1. Click the vertical ellipsis for the column. Then select from the following options:

     • Pin Column: Click to pin the column to a specific side or remove the pin.

       • Pin Left

       • Pin Right

       • No Pin

     • Autosize This Column: Click to automatically adjust the size of this column.

     • Autosize All Columns: Click to automatically adjust the size of all column.

     • Reset Columns: Click to reset the columns to the default settings.