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Global Rates

You can create a global rate to define a structured (hierarchical) list of templates for the Job Estimate in your job estimates. When editing a job, it is possible to choose a rate, select some rates and add them to the current estimate. That will pre-populate the Code, Name, Resource Type, Unit Rate and Factor for the new lines. Alternatively, you can pick individual rates from a drop-down list when editing an estimate. In the future, if the rates are modified, you can update the estimates that use them to reflect the changes.

Global Rates screen.

  1. To open the ‘Global Rates’ section, click ‘Rates’ in the side menu

    Select Global rates in the menu

Create a new rates list

  1. To create a new rate, click ‘List’ on the main toolbar
  2. Click ‘New’.

    Create a new rates list
  3. Enter a name for the template
  4. Click ‘Save’.

    Give rate list a name and save
  5. The new template will be loaded into the window.

Configuration of Items and Composite items for an Estimate Template can be found under Add/Edit Items for Estimate Template

Load a Rates list

  1. To open a rates list, click the drop-down box.
  2. Select your rates list.

    Select Landscape template

Clone a template

  1. To create a copy of a list, select it from the drop-down box
  2. Select ‘List’
  3. click ‘Clone’.

  4. Enter a name for the new list
  5. click ‘Create’.

Delete a template

  1. To delete a template, select it from the drop-down box
  2. Click ‘Discard’.

    Delete a rates list
  3. Click ‘Delete’ on popup to confirm.

This will delete all the Items within the template as well.

Import a sample list from Library

  1. To import a sample list, click ‘Import‘ on the main toolbar
  2. Click ‘From Library

    Import rates from library
  3. Select your sample list from the drop-down.
  4. Give it a name.
  5. Map the resource types, by selecting them in the corresponding drop-downs
  6. Click the ‘Import‘ button to start the import process.

    select resource types for the list

You can select ‘create new’ in the drop-down if you do not have a resource type to match what is in the library.

Some of the Library templates are quite large and can take up to 5 minutes to be saved to your workspace.

Updated on May 23, 2023
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