Manage a task rate card

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Task rate cards are rate cards associated with records in a task table.

    Before you begin

    Role required: financial_mgmt_admin

    Procedure

    1. Navigate to All > Cost > Costs.
    2. Create or edit a record (see table for details).
      Field Input Value
      Name

      String field summarizing the purpose of the rate card.
      Table

      Which type of tasks the rate card applies to.
      Order

      If more than one task rate card apply to the same task, the one with the lowest order is used.
      Active

      Check box which determines if the rate card will be actively used.
      Summary type

      High-level type of expense for easier summary reports. This value will be used to set the expense line summary type field.
      Condition Filter to run on the table selected to determine whether this rate card applies to a given task. This field uses the Condition Count Widget to preview what records would be returned by the conditions.
      Task rate Rate of the task, with a currency list. To add a new currency, use the Edit link.
      Use time worked

      By default a flat rate per task is defined in the rate card. Selecting the check box will force the rule to calculate the task cost based on the related task time worked entries.
      Default labor rate

      Defines the default hourly rate to apply to the time worked entries if the worker does not have a labor rate card. Displayed when Use time worked is selected.