Add A Rate Card to A Project

Add, remove and edit rate cards on your projects

 

Adding Rate Cards to Projects

Step 1: Select the desired Project (if you're creating a new project, learn how to create a rate card first).

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Step 2: Select Rate Cards by clicking on the three-dot icon in the sub-menu.

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Step 3: Click on the Dropdown (located on the far right-hand side) and select a predefined Rate Card.

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You have now attached a specific rate to your project, which will be reflected in the budget.

 

Edit your Projects Rate Card

Step 1: Click Edit (located on the right-hand side).

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A message will be prompted, warning you that any changes made to your rate card will affect any project this rate card is attached to.

Step 2: Choose to edit one or all roles associated with this rate card.

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1. Edit the Default rate field, whatever amount you place here will apply to all subsequent roles.

2. Edit an Individual role rate, any changes will only affect the specified role.

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Step 6: Click Save

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Next Up: Assign Team Members or Teams to a Project.