This article explains how to create, edit, and delete plan-level rate tables.
Open the Grid Opt ions menu. Select Rate Table. The Rate Tables form will open.
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Create a rate table
- Click the Add (+) icon. The Add Table form will open.
- Complete the Add Table form.
- Table Name: Enter the name of the new rate table.
- Click ADD.
- Add resources to the rate table.
- Search for a resource by entering the role or name into the Add Resource field. Search results will appear under the field. Select the desired resource.
- Edit the Rate for each resource as necessary.
- Click the Rate field for the desired resource and enter the new rate.
- Click SAVE.
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Edit a rate table
- Select a rate table from the Table drop down.
- Click the Edit icon. The Edit Table form will open.
- Complete the Edit Table form.
- Table Name: Edit the name of the rate table.
- Click SAVE.
- Update the resources and resource Rates as necessary.
NOTE: To remove a resource, click the Delete icon next to the desired resource. - Click SAVE.
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Delete a rate table
- Select a rate table from the Table drop down.
- Click the Delete icon.
- Confirm the deletion.
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