Add rates to use when you assign roles in a resource. Resources
use the associated rate (based on their role) to report time against their
Tasks.
Use rates to evaluate the associated cost of using specific
resources and compare total cost to billable cost. You can also use rates to
create an invoice of the completed work for billing. Rates are only required if
you want to track cost against time recorded on Tasks. If you are not
interested in tracking costs or ROI for resources, you don't need to use rates.
Note: You must add rates to the rate table before they are available to
choose from when assigning roles in a resource.
- In the
CSM Desktop Client
or
CSM Browser Client,
select
.
- Select
Rate from the
Type drop-down list, then select the
New button.
- Select the role and provide a rate name.
You can only add one rate per role.
- Enter the rate amount, and then save the record.