Create a CI rate card

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • You can add a CI rate card that specifies an hourly rate and associate a rate code.

    Antes de Iniciar

    Role required: financial_mgmt_admin

    Procedimento

    1. Navigate to All > Cost > Costs > CI Rate Cards.
    2. Click New.
    3. Fill in the fields, as appropriate.
      Field Description
      Number

      [Read-only] The CI rate card identification number. Automatically assigned.
      Define condition

      Check box that indicates whether to use the Condition field to filter configuration items for the rate card.
      Name

      The CI rate card name.
      Summary type

      The CI rate card category: Grow Business, Run Business, or Transform Business. Categorizing can be useful for reporting.
      Active

      Check box that indicates whether the rate card is available for use. Clear the check box to disable the rate card and deactivate all associated rate card costs.
      Table

      The table to query with conditions for configuration items. This field is available if Define condition is selected.
      Condition

      The condition to query on the specified Table. This field has a condition count widget to preview what records are captured by the conditions. This field is available if Define condition is selected.
      Short Description

      A brief description of the rate card.