In some cases, you will need to create a new rate table that’s very similar to an existing one. Instead of performing the entire process of creating a new rate table, the best process would be to copy a rate table.
1. Go to Project Administration > Rate Tables.
2. The Rate Tables tab appears. Select the rate table to be copied by clicking on it once with the mouse, then on the ribbon bar, click Copy .
3. Now click Paste or Paste Special to make a copy of the rate table.
Paste creates an exact copy of the source rate table, while Special Paste lets you control what and how the rate table is copied, including adjusting effective dates, changing rate table name, and code, and adjusting other aspects of the rate table that are applicable for the new rate table. If Paste Special is selected, the Paste Special window will appear
4. Under section 1, change the name of the rate table and type in an appropriate Code for the new rate table.
5. Under section 2, determine precisely what portion of the rate table you want to be copied (either Personnel, Equipment, Material, Line Items, or all four sets of rates).
6. Section 3 gives the choice of copying the rates exactly as they exist in the original rate table or to modify the effective dates. If the effective date requires modification, choose the date the rates will be effective from.
7. Section 4 determines the next steps, either to return you to the rate table list or open the new rate table.
8. After the modifications have been made, click OK along the bottom of the rate table screen to save.
If Open the new rate table is selected, the new rate table will open allowing you to make any additional modifications.
10. After the modifications have been made, click OK at the bottom of the rate table page to save.
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