Overview
When rate cards are set up, you can select a rate card for a project at any time. If you do not choose a rate card when creating a project, the Account Rate Card will be applied to a project by default.
Selecting a Rate Card during Project Creation
- In the left navigation, hover over Projects and select Add New.
- On the Create a New Project page, enter the Project Name.
- In the Financials section, select the Currency you want, and then choose the Rate Card you would like to apply to the project.
Note: Only rate cards that use the selected project currency will appear in the menu.
- Fill out all relevant fields for your project in the remaining sections, then select Create Project in the top-right corner of the page.
Changing a Rate Card in the Project Settings
- In the project workspace, select the Actions drop-down menu, then select Settings.
- In the Financials section of the Project Settings page, choose the Rate Card you would like to apply to the project.
Note: Only rate cards that use the selected project currency will appear in the menu.
- In the upper-right corner of the page, select Update Project.
Changing a Rate Card from the Summary Bar
When a project is in the Estimate stage, users with Edit Financials project permissions can change the project's rate card from the Summary Bar.
- In the project workspace, select the Task Tracker tab.
Note: The Summary Bar is not available in the legacy Task Tracker.
- If the Summary Bar below the Task Tracker table is collapsed, select the Sigma icon to expand it.
- On the right side, select the rate card you would like to apply to the project.
Note: Only rate cards that use the selected project currency will appear in the menu.
