Create 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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1. Select Project Data > Rates in the Navigation Menu. The Manage Rates tab window displays.
2. Click New in the Ribbon Menu.

3. Name tab. Enter a Name and Description.

   Tip:

   Never check or uncheck the Global box. This is automatically set when you create the related global calendar and resource structures.

4. Select the related Calendar structure from the dropdown and click Next. The Rate Groups tab displays.
5. Click Save in the Ribbon Menu.

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What to Do Next

Once you have created your rate structure, you can either:

• Enter your rates in the Rate Groups tab. See Add Rates.
• Import the data from a file. See Import a Rate Structure.