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

• 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.

• Only Materials rate tables can be copied and edited at the project level.

• Configure Flat Rate Columns

• Configure Calculated Rate Columns

1. Navigate to the company's Rates tool.

2. Click Create and select Labor or Equipment.

3. 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.

4. Add Columns.

   • Move the toggles ON or OFF to include or exclude columns.

5. Click Create.