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). (3)-Sep-28-2020-09-41-09-44-AM


Step 2: Select Rate Cards by clicking on the three-dot icon in the sub-menu. (3)-Sep-28-2020-09-43-26-09-AM

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

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).

step1 rate card

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.

Screen Shot 2019-05-29 at 2.02.05 PM

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. - 2019-05-29T141243.955


Step 6: Click Save

Screen Shot 2019-05-29 at 2.13.27 PM


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