OnePlan

Grid options - Rate Table

Updated

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.

Create a rate table

  1. Click the Add (+) icon. The Add Table form will open.
  2. Complete the Add Table form.
    • Table Name: Enter the name of the new rate table.
  3. Click ADD.
  4. 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.
  5. Edit the Rate for each resource as necessary.
    • Click the Rate field for the desired resource and enter the new rate.
  6. Click SAVE.

Edit a rate table

  1. Select a rate table from the Table drop down.
  2. Click the Edit icon. The Edit Table form will open.
  3. Complete the Edit Table form.
    • Table Name: Edit the name of the rate table.
  4. Click SAVE.
  5. Update the resources and resource Rates as necessary.
    NOTE: To remove a resource, click the Delete icon next to the desired resource.
  6. Click SAVE.

Delete a rate table

  1. Select a rate table from the Table drop down.
  2. Click the Delete icon.
  3. Confirm the deletion.
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