To create or maintain a personal rate, go to the overview of project rates. For more information, see Overview of project rates. In the Personal rates section, click New.
On this page, you can create or maintain the personal rate of a person.
Click this to exit.
It is mandatory to fill in all the information in this section.
The following page will be displayed if you access from the overview of project rates:
Type or select an hour item to be linked to the personal rate. You can only select items linked to the assortment defined in the Assortments section of the Professional services automation: Settings page. For more information, see Defining Professional services automation settings.
Type or select the start and end dates of the active period of the internal rate.
Note: Upon saving a newly created personal rate, the range of dates of the existing personal rates will be adjusted accordingly if the range of dates of the new personal rate overlaps with the range of dates of the existing personal rates.
For example, the following personal rates are already created:
A new personal rate is then created.
Upon saving the new rate, the range of dates of the existing personal rates will be adjusted to accomodate the new rate as follows:
Type a value to specify the rate for the cost.
Note: Upon saving a newly created personal rate, the rate of the existing personal rates for the same person and hour item will be overwritten with the latest entered value.
Type a value to specify the rate for the sales price.