Projects à Setup à Professional services automation à Personal rates
On this page, you can search for and view existing personal rates. Personal rates are the cost prices of hour items per hour used in a project.
To create, view, edit, and delete personal rates, you will require the Project controller role. If you have the Project manager role, you can only view the personal rates of the projects of which you are the project manager.
Notes:
The information in this document is based on product update 251.
Click this to display the results based on the defined criteria.
Note: Once you have clicked this button, the name of the button will change to Refresh.
Click this to update the results based on the defined criteria.
Click this to clear the defined criteria.
Click this to exit.
Type or select the division code to display the personal rates that are linked to the defined division.
Type or select the cost center code to display the personal rates that are linked to the defined cost center.
Type or select an ID to display the personal rates of the subordinates belonging to the defined person.
Type or select an ID to display the personal rates that are linked to the defined person.
This column displays the names of the people with personal rates linked. You can click the hyperlink to view the corresponding personal card. For more information, see Viewing personal cards.
This displays the job titles of the people.
This displays the divisions of the people. You can click the hyperlink to view the corresponding division card. For more information, see Viewing division cards.
This displays the cost centers of the people. You can click the hyperlink to view the corresponding cost center card. For more information, see Viewing cost center cards.
This column displays the names of the managers. You can click the hyperlink to view the corresponding personal card. For more information, see Viewing personal cards.
Click the Edit hyperlink to modify the corresponding personal rates. For more information, see Creating and maintaining personal rates.
Note: For project managers, the View hyperlink will be displayed instead of Edit because they are not allowed to edit personal rates.