What does it do?
Rate cards can be assigned to a project/phase. You can create and assign rate cards to easily differentiate between work done in different regions, it might also be useful to create a rate card for a particular type of client to keep your costs and rates consistent. Below we explain how to assign a rate card to a project phase.
To assign a rate card to a project phase:
- Go to your project
- Click on the relevant phase
- On the phase information page, locate Rate Card field and click on the pencil icon
- Search your rate card or create a new one from scratch
- Click 'Save'