Rates per Activity Type / Multi-Rate Management (v8.xx)

Rates per Activity Type / Multi-Rate Management (v8.xx)

Rates can vary according to the "activity type." By default, this option is disabled and rates are defined regardless of the activity type. The option is available in the general setup document of the Resources database. The field is labeled "Multi rate management."


If the option is enabled, the system selects the rate according to the activity type. If the option is disabled, the system uses the default rates.


Note: The activity types are defined in the "General" setup document of the [Resources] module, as well as the "Keywords lists" setup document of each of the [Projects] modules.

    • Related Articles

    • Rates per Activity Type / Multi-Rate Management (v10.xx)

      Rates can be managed based on "activity type." By default, this option is disabled, and rates are defined regardless of the activity type. If needed, the option can be enabled to vary rates according to activity types. The option to enable multi-rate ...

    • Rate Management (v8.xx)

      How Genius Project manages Resource rates When creating a resource, their rates are populated with the standard rates for the company and location they belong to. It is however, possible to change the resource’s rates by deselecting "Import the ...

    • Rates per Customer (v10.xx)

      In the [Resources] module under "Company rates" setup, you can define default rates as well as standard rates by activity type when "Multi-rates management" has been enabled in the "General" setup document. Definition of "Company/Customers Rates" ...

    • Rates per Customer (v8.xx)

      In the [Resources] module under "Company rates" setup you can define default rates as well as standard rates by activity type, when "Multi-rates management" has been enabled in the "General" setup document. Definition of "Company/Customers Rates" ...

    • Project Rates (v8.xx)

      Maintained for compatibility with older versions. Has been replaced with Company/Customer rates Hierarchy of Rates in a Project Modules/Databases The system determines what rate applies according to three keys, in the following order: Level Period ...