Add a resource rate
Pick the resource and what the money is for, enter the amount per hour and the date it starts, and click Add.
Quick add
- Go to Production › Setup and open the Resource Rate step.
- Click Add Resource Rate.
- Pick the Resource and the Component.
- Enter the Amount per hour and the Effective from date.
- Click Add.
Done. The rate appears on the Resource Rate list. Filter by the resource to see the cost of an hour.
Full guide
On an empty list, click Add Rate in the middle of the screen. A field marked with a red star is required. Click Cancel to leave without saving.
What it prices
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Resource | Yes | Search for the machine, work centre, person or tool. A rate is always for one resource. |
| Component | Yes | Wage, Power, Rent, Consumable or Maintenance. A hint under the field says what each is for. |
| Shift | No | Leave on Every shift to price any hour. Name a shift to price only the hours that fall in it. That is how nights cost more. The list shows shifts from your calendars. |
| Band | No | Regular or Overtime. Overtime is for hours beyond the working pattern. |
If no calendar defines a shift yet, the field says so and offers a link to add a calendar.
Amount and dates
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Amount per hour | Yes | A number in the business unit's base currency. Zero is allowed. It cannot be negative. |
| Effective from | Yes | The first day this rate applies. Work done on this date is priced at it. |
| Effective to | No | The last day. Leave it empty for a rate still in force. It cannot be earlier than Effective from. |
| Notes | No | Anything else your team should know. |
A rate is not meant to be edited in place. When a cost changes, add a new row from the new date, and set Effective to on the old one if you want it to stop.
On mobile
Resource rates has no screen on the phone. Use the web. Same on iPhone and Android.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Problems and fixes
Choose the resource this rate prices
Pick a resource from the search. If it is not there, add it first.
Amount must be a number
Enter digits only, with a decimal point if needed.
Effective to cannot be earlier than effective from
Change the end date, or leave it empty.
The Shift list has only Every shift
No calendar has a shift yet. Add a calendar with the shifts you run.