Rates Setup Guide

Create and manage rate tables with effective/expiration dates, assign tables to projects, define custom cost and billable rate columns, and control project-level overrides.

Columns are configured in the company's Rate tool settings, and rows are populated based on the labor classifications or the equipment types, in your company's account.

• Required User Permissions

• Importing

  • The Import template includes the columns that you have added to your rate table.

  • You can add rows or update existing rows using the import.

• Add Classifications in the Company Admin tool.

• Create a Rate Table and add columns.

• Import Rows

• Manually Add Rows

1. Navigate to the company's 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.

1. Navigate to the company's Rates tool.

2. Click the rate table.

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

4. Add Rows.

   1. Click Add to add classifications.

   2. At the bottom of the rate table, select the classification.

   3. Enter the rate value for each column.

   4. Click Add.

   5. Repeat these steps for each classification.

5. Click Save.

6. Click to Save to confirm.