Company Rate Cards for Resources

Brief video showing the additional Rate Card assignment option at the User level rather than just the Resource Type, Task Type, or Time Code level. For configuring what you set the Rates for, go to the Project Budgeting Add-On for those settings.

Transcript:

Today, I will be showing you how to assign a rate card to a specific user rather than a resource type, a project, a task type, or a time code. First, you will navigate to the admin section. Then, you will navigate to users. Click the more options icon in the far right column of the row that your user belongs to. In this example, we will be using Adam Deamp. So, click on the more options icon in the far right, and then navigate to resource info. As you can see, we have their rates here. Click "Manage Rates," and from here, you can edit their rate as well as their billable rate. We will set the rate to 10 and the billable rate to 25. When you're done, click "Okay." For more information on company rate cards, as well as rates in general, you can refer to our existing videos and documentation on the subject.