Assigning a rate schedule to a job (overriding the default rate schedule)

When entering a time sheet you may configure a rates schedule for a job.

Note

If you do not specifically assign a rate schedule to a job the system will use the rates configured in the default rates schedule.

See: Setting up a rates schedule.

A rate schedule may be assigned to a job. Rate schedules may also incorporate different rates over time.

To select a rate schedule for a job:

1. Navigate to Job > Setup
   
2. Click on the "Rates" tab button
   
   The job rates settings page appears.
   
   
   
   
3. Select a Rate Schedule from the "Rate Schedule" drop-down
4. Click "Save"
   
   When entering time entries for the job the new rate schedule will be applied.

Setting the Rate Calc date

By setting the "Rate calc date" you can fix the date on which rates are calculated when entering time entries (regardless of the date of the time entry).

See

• Setting a date calc date
• Validation messages when entering time

Important

There isn't currently any facility to update rates retrospectively other than editing each time entry one at a time.  Make sure the rate schedule is assigned correctly before entering time to a job.