To access the Rate Cards page, you need the Manage System Settings global permission.

You can perform the following operations on rate cards:

• Adding,
• Deleting,
• Duplicating, and
• Editing.

Accessing rate cards

Rate cards have their own dedicated page. It is found among company settings (User Menu > Company Settings) on the user's menu:

Adding rate cards

To add a rate card:

1.  Click the Add button ().
2. As the rate card editor opens, select the currency (The default currency is set in Advanced settings > Project financial settings > Default currency unit).
3. Choose an effective date.
4. Set a default rate. (The default rate is applied to time entries entered by project roles not listed on the card).
5. Edit the roles included in the card. (For the project roles not listed on the card, the default rate will apply). Editing operations on the roles include adding and deleting.
6. Set the rates for each role.
7. Click "Save".

Deleting rate cards

It is impossible to delete a rate card used in at least one project. To free the card up for deletion, you will have to choose another card for the project(s).

To delete a rate card:

1.  Hover the mouse pointer over the rate card you want to delete. The row gets highlighted.
2. Click the "More actions" button ()at the right end of the row.
3. Select "Delete".

Duplicating rate cards

You can duplicate rate cards to save time. When you duplicate a card, the duplicate will have the name of the original card appended with "- Copy". 

To duplicate a rate card:

1.  Hover the mouse pointer over the rate card you want to duplicate. The row gets highlighted.
2. Click the "More actions" button ()at the right end of the row.
3. Select "Duplicate".

Editing rate cards

See Editing rate cards.