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Assigning Rate Sheets to a Cost Center

You can assign specific Rate Sheets to a Cost Center for Job Cost & Billing calculations, ensuring the designated rates and charge rules are applied to the calculation algorithms.

Note: A Rate Sheet must be created beforehand to be attached to a Cost Center.

Follow these steps to designate Rate Sheets for a Cost Center in Job Cost & Billing calculations:

  1. Expand to the Administration section.

  2. Expand the Settings section.

  3. Select Cost Centers.

  4. Click Edit to modify an existing Cost Center or Create New to add a Cost Center.

    1. To see how to create a Cost Center, see Creating and Editing Cost Centers.

  5. Click the Project Rates tab.

  6. From the Tools & Equipment Rate Sheet and/or the Materials & Consumables Rate Sheet drop-down, select an existing Rate Sheet.

  7. Click Save to apply the changes.

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