Rate Cards

Rate cards allow for clients and organizations to determine an agreed-upon skill Rate for particular projects or engagements. This will override the default user rate as time is being entered against a project based on the primary work type of a task. Learning Objectives: Understand what rate cards are. Learn how to create a rate

Admin: Rate Cards

In order for org users to use rate cards, administrators must enable them in Setup. Learning Objectives: Understand what rate cards are. Learn how to make rate cards available in your org. Adding Rate Cards to your Org Rate cards allow for clients and organizations to determine an agreed-upon skill Rate for particular projects

Rates and Costs

In order for org users to use skill rates and skill costs, administrators must enable a few different fields on some Cloud Coach objects in Setup. Learning Objectives: Understand what skill rates are. Understand what skill costs are. Learn how to add skill rate and skill cost to work types. Learn how add calculated cost