Managing Rate Cards in Projects

Rate cards are the financial basis for all your projects in Forecast. This article will go over how you can add, change or edit a rate card from inside a project.

Main Takeaways

Note: This article will not cover how you can create a rate card. For this information please visit our article on the Admin Panel Set Up.

Adding Rate Cards to Projects

When creating a new project you have the ability to add a rate card. If you are uncertain which rate card to use you can always revisit the project later and add it. The steps below will show you exactly how you can add a rate card when setting up a project or later through the projects settings.

Option 1: Add the rate card that you prefer in the new projects creation tab when first creating a new project. Picture below shows you exactly where to find that option.

ratecard1

Simply click on the button and choose which one of the rate cards you would like to make use of in this project and you are done!

Option 2: As mentioned above, if you would like to add or change the rate card later in the project you are able to do so via the project settings. 

Step 1: Navigate to the project you would like to add or change the rate card.

Step 2: Once in the project select Settings by clicking on the hamburger menu.

Step 3: From the settings menu click on the Financials tab.

Step 4: Once in the Financials tab scroll down until you find the Rate Card option. Click on the dropdown and select which rate you wish to use for the project.

rate card project setting

 

You have now attached a specific rate to your project, which will be reflected in the budget. As mentioned earlier and shown in the gif, this is the procedure you have to follow in order to also change a rate card in a project.