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Exact Synergy Enterprise   
 

Searching for project rates

Menu path

Projects à Setup à Professional services automation à Project rates

Introduction

On this page, you can search for and view existing project rates.

Roles and rights

To create, view, edit, and delete project rates, you will require the Project controller role. If you have the Project manager role, you can create, view, edit, and delete project rates only for projects of which you are the project manager.

Notes:

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

What version are you using?

The information in this document is based on product update 251.

How do I search for project rates?

  1. On the Project rates: Search page, define the relevant criteria.
  2. Click Show.

How do I modify existing project rates?

  1. On the Project rates: Search page, define the relevant criteria.
  2. Click Show.
  3. Click the Edit hyperlink of the corresponding project rate under the Action column. The Project rates: [Name of project] page will be displayed.
  4. Under the Action column, click the Edit hyperlink next to the corresponding rate.
  5. Make the necessary changes, and then click Save.

Buttons

Fields

Columns

Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 20.514.081
 Assortment:  Date: 03-05-2013
 Release:  Attachment:
 Disclaimer

Attachments
OH251-Searchingforprojectrates-final.docx 36.2 KB View Download