Copy a Rate Structure

Prerequisites

• Calendar, rate, and resource structures are unique to each project or they are global structures projects can share. Create the related calendar structure before you create a new rate structure. See Create a Calendar Structure or Copy a Calendar Structure. The rate structure relies on the assigned calendar to determine rate effective dates.

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Follow these steps to create a new rate structure from an existing one.

1. Select Project Data > Rates in the Navigation Menu. The Manage Rates tab window displays.
2. Click the New dropdown in the Ribbon Menu and then click Copy From. A Copy Rate dialog box displays.
3. Enter a Name and Description.
4. Select the related Calendar structure from the dropdown.
5. Select the rate structure you want to copy from the Structure From dropdown.
6. Click Save in the dialog box. The Manage Rates tab window updates to display the content of the rate structure you just created.
7. Optional. Close the Manage Rates tab.