Add Rates to Use for Roles

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.

You must add rates to the rate table before they are available to choose from when assigning roles in a resource.

  1. In the CSM Desktop Client or CSM Browser Client, select Tools > Table Management.
  2. Select Rate from the Type drop-down list, then select the New button.
  3. Select the role and provide a rate name.
    You can only add one rate per role.
  4. Enter the rate amount, and then save the record.