How to use Rate Cards while Entering Time

This video shows how you can use an established Rate Card on the Company Add-On so that the rate is the same across the whole project.

Transcript:

Welcome to Project Insight. Today, I'm going to show you how to use rate cards while entering time on a project.

Before I begin, you need to ensure that you have rate cards enabled for companies. Additionally, your project must be attached to a company for which you have a rate card. Furthermore, your project should have that company's rate card linked to it.

To start, select the task on which you would like to enter time. Click the "Add Time" option, enter the hours you used, and make sure to check the "Is Billable" option. Now, if you scroll to the bottom of the task and click on "Time," you should see your time entry with the rate matching the rate card attached to your project.

To verify that your project has a rate card attached, scroll to the top of your project, click "Edit," and then select "Edit Project." Under "Rate Card," ensure that you have the rate card of your choice selected, along with the company that hosts that rate card.

For more information on rate cards and Project Insight, you can refer to our existing videos and documentation on the subject.