Assign System level Rate Card to a Project

Users with the Can Modify Project Rate Cards right, have access to the Rate Cards option from the Project Edit Manage tab menu from where they can Assign/Create and modify rate cards at the Project level.

This article provides instructions on how to assign a Rate Card, which has been created at the system level, to a specific Project.

Note: Any modifications made to the Rate Card at the Financial System level after the Rate Card is assigned to a Project will not be reflected at the Project level.

To Access the Project Rate Cards list page

1. From the Icon Bar click Project List .
2. From the Project List page, select the Project you wish to edit by following one of these steps:
   1. Click the Project context menu button to expand it. From the available options click Edit.
      OR
   2. Click the name of the Project you wish to access.

      Tip: Use the search capability for an efficient way of finding the specific project. For further details refer to Searching for a Project within the Project List page.

3. From the Project Edit page, hover your mouse over the Manage tab and select Rate Cards from the available options.
4. Click Assign Rate Card. Note that inline editing will be enabled.
5. Click the Browse button located against the Rate Card to access the Rate Cards List dialog box and select a Rate Card.
6. You will be automatically redirected back to the Project Rate Cards page where you can set an Effective Date.

   Note: By default, the Effective Date is set to the project Start date.

7. Click Save .

   

8. Upon successfully saving, the page will refresh and you will see your newly assigned Rate Card with an expanded (open) Rate Card Items drawer.

   

   Note: Rate Card(s)/Rate Card Item(s) assigned to a Project cannot be deleted/modified if any Invoice associations exist.