Resource Rates History

The Rates History can be accessed by clicking the history () button located against a Resource or Role name.

This article details how to access the Rates History page and the available options.

Accessing and Viewing the Rates History 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 Project Team from the available options.
  4. View the list of Resources/Roles assigned to the Project Team.
  5. When the Project has a Rate Card association, you can access the resource or role's Rates History by clicking the history () button located against their name.

Available options from the Rates History page

  1. Click the Refresh button to refresh the list.
  2. Click the Export button to export the list to Excel.
  3. Click the Search down arrow (), select a criterion and then enter the corresponding value. Then either click the Search button or the [Enter] key. The following criteria are available: Role, From, To, Regular Time, Overtime, Double overtime, Currency and Rate Card.
  4. From the table headers:
    1. You can easily sort the columns by ascending or descending order simply by clicking a column header. Note that an arrow indicates the descending ( ) or ascending () order applied to the column.
    2. You can dynamically resize column(s), to your preferred width. Simply move your cursor to the column boundary you want to resize. When the cursor becomes a resize cursor, click and drag the column accordingly.
    3. Click and move a column to the desired position.
  5. Active Role is highlighted in a bold font. Furthermore, a blue bar located at the beginning of the row also differentiates it from the other roles.