Creating Billing Rates

Administrators can create billing rates to be assigned to users, external resources, tasks, and workspaces.

When you create a billing rate, you provide a value for the rate, as well as giving the rate a name and choosing a rate category. Note: You can give a rate any name, but you should give consider to how you intend to use rate categories and rate names before you begin creating billing rates. For more information about rate categories, see Managing Rate Categories.

Active billing rates can be assigned to resource types, users, and external resource. For more information about assigning billing rates to resource types, enterprise users, and external resources, see Assigning Billing Rates.

To create a billing rate:

1. On the Administration Home page, under Resources, click Billing Rates.
   The Billing Rates screen displays.
2. Click Create Billing Rate.
   The Create Billing Rate window opens.
3. In the Rate Name box, type a name for the billing rate.

4. In the Description box, type a description of the rate.
5. Select a category from the Category list.
   If you have not created any rate categories, the only category available will be Default. For more information about creating rate categories, see Creating Rate Categories.
6. Select the type for the rate from the Type list. Options are Internal and External.
   For more information about rate types, see Billing Rates Overview.
7. Type the value for the rate in the Current Value box.
   This is the present value for the rate.
8. If you know the rate value will change and you know when, you can type a new value in the Update Value box and a date that the change will take place in the Update Date box. The rate value will automatically change to the new value when the update date is reached (12.01 AM).
   Note: If you add an update date without an update value, the update date is ignored.
9. The status of the new rate is Active by default. If you want to change the rate status, select Inactive from the Status list.
   Inactive rates cannot be used when assigning rates.
10. Click Save & Close to save the new rate and close the window, Save & Add Another to save the new rate and create another rate, or Cancel to discard the changes without creating a new billing rate.

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