Rate Management
Update Rates in Projects (v8.xx)
It's possible to have different Rates defined in a single Project. After taking over Rates from default Rate Management, the Project Manager can modify the imported Rates. The function "Import Rates" and "Update Rates" will only affect one single ...
Resource Rates (8.xx)
In the [Resources] module, The "Standard rates" setup document lets you 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 default rates When ...
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 ...
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" ...
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 ...
Definition of Default Rates
When the number of resources is large, it becomes tedious to define and maintain the resource rates. We call those default rates, Resource rates, as opposed to, Company rates, which are designed for customer rates plans. Don’t be confused, since ...
Rates in the Resource Form (v8.xx)
The simple way to define the rate of a resource is to edit the Resource form and access the "Rate" tab. If the "Import the rate" option is set to "No," the authorized user can select the currency and create rates per period, possibly per activity ...
Rate Types
GeniusProject is very flexible in terms of rate management. It can be as simple as a unique internal cost and billing rate, as very sophisticated rates definition according to the following parameter: Default Resource Period Activity type Customer ...