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 materials listed in your project's inventory.

• 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.

• Create a Materials Rates Table

• Import Rows

• Manually Add Rows

1. Navigate to the Project level Rates tool.

2. Click the materials 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:

   • Material Item Name and Unit of Measure.

   • A rate for each column and each material 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 Project level Rates tool.

2. Click the rate table.

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

4. Add Rows.

   1. At the bottom of the rate table, select the material.

   2. Enter the rate value for each column.

   3. Click Add.

   4. Repeat these steps for each material.

5. Click Save.

6. Click to Save to confirm.