Total Synergy

User-level: Director, System Administrator

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Once the project has been created, you can not edit the rate group associated with the project. You will need to edit the rate group for each stage of the project. 

You can change the selected rate group for the stage either from the Stage Management page, or from the work breakdown. Before changing the rate group of the stage, ensure the stage has no transactions against it. 

Project menu &gt; plan &gt; work breakdown

Hover over the stage you want to edit &gt; select the pencil on the right hand side 

Here you can edit the rate group as outlined below. 

Select Apply and then save in the top right hand corner. 

1. Project menu &gt; plan &gt; work breakdown
2. Hover over the stage you want to edit &gt; select the pencil on the right hand side 

3. Here you can edit the rate group as outlined below. 

4. Select Apply and then save in the top right hand corner. 

Project menu &gt; Plan &gt; Stage Management 

Change the rate group from the dropdown as outlined below 

1. Project menu &gt; Plan &gt; Stage Management 
2. Open the stage you want to edit 
3. Change the rate group from the dropdown as outlined below 

4. Save in the bottom right hand corner

Open the project and go to the Project &gt; Financials &gt; Rates.

Click on the 'Create project specific rate' button.

Enter the new rate value, the date the value will be effective from, select Save, and then select Close.

The default rate value is displayed with a strikethrough. The new rate value is shown in the 'Project specific charge value' column.

1. Open the project and go to the Project &gt; Financials &gt; Rates.
2. Click on the rate to open it
3. Click on the 'Create project specific rate' button.
    

4. Enter the new rate value, the date the value will be effective from, select Save, and then select Close.

5. The default rate value is displayed with a strikethrough. The new rate value is shown in the 'Project specific charge value' column.


Open the project and go to the Project menu &gt; Financials &gt; Rates.

Change the view from 'Project : [Project name]' to 'Stage : [Stage name]'.

Click on the 'Create stage specific rate' button.

A tick is displayed on the project rates page to indicate that a stage specific rate has been set.

1. Open the project and go to the Project menu &gt; Financials &gt; Rates.
2. Change the view from 'Project : [Project name]' to 'Stage : [Stage name]'. 

3. Click on the rate to open it.
4. Click on the 'Create stage specific rate' button.
5. Enter the new rate value, the date the value will be effective from, select Save, and then select Close.
6. A tick is displayed on the project rates page to indicate that a stage specific rate has been set.

Open the stage/project specific rate you want to undo

Select the pencil to the right of the project/stage specific rate &gt; Rollback

1. Open the project and go to the Project menu &gt; Financials &gt; Rates.
2. Open the stage/project specific rate you want to undo
3. Select 'View rate history'

4. Select the pencil to the right of the project/stage specific rate &gt; Rollback


When the 'restrict to specific rates' is checked you can only use the rates where a stage specific rate has been created when entering timesheets, creating budgets and invoicing. 

Edit project rates

Edit stage rate groups

Create a project specific rate

Create a stage specific rate

Rollback project/stage specific rates

Restrict to specific rates