Set up your rate card

Your rate card holds an hourly and daily rate for each role. It’s shown in the client and project activity log, in the project summary table, in scopes of work and in work reports.

1. Open the Admin Console and go to Accounting → Rate Card.
2. Rates are grouped by department. Each role shows its Hourly Rate and Daily Rate.
3. Click Add Position.
4. Choose the Department and Position, then enter the Hourly Rate and Daily Rate.
5. Click Add Rate Card.

The animation below walks through these steps.

• Use the menu at the end of a row to change an existing rate.
• The card’s summary shows how many departments, positions and projects use it, and its currency.
• Time-based scopes use these rates. See Build and edit a scope.