Exact Synergy Enterprise

Creating and modifying project rates

Menu paths

Modules ? Projects ? Reports ? Search ? Projects
Modules ? Projects ? Reports ? Projects ? My projects
Click Projects on the left menu to display the projects that you are a member of. Then, click the hyperlinked project code under Project.

Introduction

Project rates are project-specific and only available for the selected project. On this page, you can create, view and maintain the project rates linked to the project.

Roles and rights

To view project rates:

the Project manager role is required and you have to be the manager of the project, or
the Project controller role is required.

To create and modify project rates:

any system or user-defined role with function right 1015 — Maintain rates at the Project level or higher is required, and
you have the right to view the rates.

Note:

For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 260 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create project rates?

On the Projects: Search page, define the search criteria.
Click Show.
Select the required project by clicking the hyperlink in the Project column.
On the selected project card, under the Project monitor section in the Start up column, click Rates.
On the Project rates page of the selected project, under the Project rates section, click New.
On the Project rate page of the selected project, define the relevant fields.
Click Save.

Keep in mind: All fields with the “!” icon are mandatory.

How do I modify project rates?

On the Projects: Search page, define the search criteria.
Click Show.
Select the required project by clicking the hyperlink in the Project column.
On the selected project card, under the Project monitor section in the Start up column, click Rates.
On the Project rates page of the selected project, under the Project rates section, click the corresponding Edit hyperlink of the required project rate.
On the Project rate page of the selected project, modify the relevant fields.
Click Save.

How do I delete project rates?

On the Projects: Search page, define the search criteria.
Click Show.
Select the required project by clicking the hyperlink in the Project column.
On the selected project card, under the Project monitor section in the Start up column, click Rates.
On the Project rates page of the selected project, under the Project rates section, click the corresponding Edit hyperlink of the required project rate.
Click Delete. The message “Are you sure you want to delete this record?” will be displayed.
Click OK.

Fields

General section

Activity / Material

Select Activity to create a project rate for an activity or Material to create a project rate for a material.

Note: This option is disabled in the edit mode.

Person

Type or select the person linked to the project rate.

Activity

Type or select an activity to be linked to the project rate.

Note: This field will be displayed only if the Activity option is selected.

Material

Type or select a material to be linked to the project rate.

Note: This field will be displayed only if the Material option is selected. This is mandatory.

Start date – End date

Type or select a date range for the project rate. This is mandatory.

Sales price

Select this option to define the sales price for the project rate. Type or select the currency to be used for the sales price. In the next box, type a value to define the sales price for the project rate.

Note: If there is no value defined at this field, then the default value will be "0.0000".

Besides defining the sales price, you can also define either one of the following options:

Markup % — Select this option to define the sales price based on the markup percentage of the cost price. Type a value to define the markup percentage for the project rate.

Note: This field accepts values ranging from “-999.99” to “999.99”. If this option is selected, then the value at the Sales price field, if any, will be changed to "0.0000".

No value — Select this option if you do not want to define the sales price with any value.

Cost

Select this option to define the cost price for the project rate. The currency to be used for the cost price is based on the currency defined for the division to which the project belongs, and cannot be changed here. In the next box, type a value to define the cost price for the project rate.