Create a Rate Template

  • Creating a rate import template is useful for updating the current set of labor and overhead rates in a number of projects. Combined with a defined export file from another system such as accounting, the template can be used to map the data to the proper fields or to add fields not available in the other system such as a rate class name. The person responsible for maintaining a project's rate structure can then use the template along with the export file from accounting to update the rates in their project.
  • Typically an administrative user establishes the default rate template for all projects to use. The template must align with the standard export file columns from the other system, usually an Excel export or .CSV file.
  • Project specific rate import templates can be defined to align with unique project needs such as user defined rate classes.

The following steps assume you are creating a copy of the default rate template for project specific use and need to modify the Rate Class and Rate Class Description.

  1. Select Home > Import Templates in the Navigation Menu. The Import Template tab window displays.
  2. Select [None] from the Project dropdown in the Ribbon Menu. The list of available rate templates displays in the left pane.
  3. Click New Template in the Ribbon Menu and then click Copy From. An Import Template Copy dialog box displays.
  4. Enter a Name and Description.
  5. Select the default rate template from the Template From dropdown.
  6. Click Save. The new rate template is added to the list of templates in the left pane.
  7. Select the new template row in the left pane. The middle pane displays a set of rate field columns that align with the export file columns from another system. This layout maps the data from an external system into the proper field columns.
  8. Scroll to the right to view the columns labeled "Lookup Class" and "Lookup Class Description" in row 1.
  9. Modify the rate class name and description in row 2 to match your defined rate class. This sets the rate class and description column content for the rows of data imported from the external system.
  10. Click Save in the Ribbon Menu.
  11. Close the Import Template tab.