Set up and update resource rates

You can define both cost and sell rates for each resource, which can then be used for project financial reporting within the platform.


To create and maintain resource rates:
 

  1. Ensure you are in the Resources area, click Resources in the Resources section.

     
  2. Select and edit the resource for whom you wish to define or update Cost or Sell Rates.

     
  3. Ensure you are on the Rates tab for the selected resource.

     
  4. Select and edit an existing Cost or Sell Rate row or click New Resource Cost Rate or New Resource Sell Rate to create a new entry.

     
  5. Define the Cost (or Sell) Effective Date and Rate and click Save.
     

Was this article helpful?

Altus Help Centre