Add, remove and edit rate cards on your projects
Adding Rate Cards to Projects
Step 1: Select a desired Project (if you're creating a new project, learn how to create a rate card first).
Step 2: Select Rate Cards by clicking on the three dot icon in the sub-menu.
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).
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 to this rate card.
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.
Step 6: Click Save