Copying a Rate Sheet
Save time when creating a Rate Sheet by duplicating an existing one.
Expand the Job Cost & Billing section.
Click Rate Sheets.
Select Tools & Equipment Rates or Materials & Consumables Rates depending on the type you wish to copy.
Click the Rate Sheet of interest.
Click Copy Rate Sheet.
A new Rate Sheet line will appear on the browser, just below the original. It will have the original name along with “COPY” and the date appended.
Click on the Rate Sheet ID hyperlink.
Change the Rate Sheet Number and Description to differ from the original Rate Sheet.
If necessary, click Set Rate Sheet Rules to edit the rules.
Click Save And Close.