Edit a Rate Table

Beta

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

Things to Consider

  • Required User Permissions

  • Rate tables are effective between the effective date and the expiration date.

  • When a calculated rate column is included in a table, the associated source columns from the calculated rate's formula are also added.

  • You can add and edit the rates for the source columns within a calculated rate's formula, but you cannot override the final calculated value.

Steps

Edit General Information

  1. Navigate to the company's Rates tool.

  2. Click the rate table.

  3. In the 'General Information' section, click Edit.

  4. Enter the general information.

    Show/Hide Fields

    • Name. The name of the rate table.

    • Effective Date. The date the rate table goes into effect.

    • Expiration Date. The date the rate table expires.

    • Description. A description of the rate table.

  5. Click Save.

Edit Columns

  1. Navigate to the company's Rates tool.

  2. Click the rate table.

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

  4. In the 'Equipment Columns' section, move the toggles Icon Toggle On ON or Icon Toggle Off OFF to include or exclude columns.

  5. If removing a column, click Remove to confirm.

  6. Click Save.

  7. Click to Save to confirm.

Import Equipment Rows and Rates

  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:

    • 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.

Import Labor Rows and Rates

  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.

Manually Update Rows

  1. Navigate to the company's Rates tool.

  2. Click the rate table.

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

    • Add Rows

      1. Click Add to add classifications.

      2. At the bottom of the rate table, select the classification or equipment type.

      3. Enter the rate value for each column.

      4. Click Add.

      5. Repeat these steps for each classification or equipment type.

    • Edit Rates

      • Click the rate field and enter a new rate.

  4. Click Save.

  5. Click to Save to confirm.

See Also

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