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View and manage resource rates

Open Production › Setup and the Resource Rate step to see every rate. You can also work out what an hour of one resource costs.

Video coming soon: Tour of the Resource Rate list

The list​

Each row is one rate. By default you see Resource, Component, Shift, Band, Per Hour, From and To. A rate with no end date reads Still current, and a rate with no shift reads Every shift. Use the column chooser in the table header to add Notes, Created By, Updated By, Created At and Updated At. You can sort by From, Component, Band, Created At and Updated At.

Search and filter​

There is no search box. Click the filter icon in the Actions column header to filter by Resource, Component and Band. Chips above the list show what is filtered. Click one to clear it.

Import and export​

There is no bulk import and no export for rates.

Price an hour​

Filter by one Resource and a panel appears above the list: the cost of an hour of that resource. Change its Date and Shift to see which rows apply and why. Use it to check a night shift or a future rate before it matters. It prices one band at a time, so set Band in the filters to see the other.

Actions​

Each row has three icons. Edit and delete only show if your role has edit access to resource rates. Clicking a row opens it for editing when you have edit access.

View​

The eye icon opens the rate as a printable page in a side view, next to a narrower list. It shows the resource it prices and its dates. The side view has an Edit button, and you can maximise or close it.

Print​

Click the printer icon (Print Preview) in the side view, then print the page or download it as a PDF. There is no email option.

Edit​

The pencil icon opens the form from Add a resource rate. To change a cost from a date, add a new rate instead.

Delete​

The bin icon asks you to confirm, then deletes the rate. Work already costed against it keeps the amount it was priced at.

On mobile​

The mobile app has no Resource Rate screens.

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​

I cannot see Resource Rate

It has its own access setting. Ask your administrator for access to resource rates.

The price panel says no rate is in force

No row covers that date and shift. Add a rate, or change the date.