Administrative Help

Creating Rate Categories

Rate categories allow you to group related billing rates. You can create your rate categories based on any criteria you choose. Consider the work your organization does, and how you want to manage the billing for that work, then create rate categories based on your business needs.

By default, PPM includes a default billing rate category called Default Category. If you do not create any rate categories, this is the only category your billing rates can belong to.

After you create rate categories you can assign those categories to billing rates as you create or edit the rates. For more information on creating billing rates, see Creating Billing Rates.

To create a rate category:

On the Administration Home page, under Resources, click Billing Rates.
The Billing Rates screen displays.
Click Manage Categories.
The Manage Billing Rate Categories screen displays.
In the Category Name field, type a name for the new category and click Add.
The new category is added to the Categories list.
Repeat this step to create additional rate categories.
When you are done creating new categories, click Save.
The new categories are saved.
Note: The new categories are not saved until you click Save.