Rate Table Setup Window

Set your Rates with defaults and make global changes to your Rate Table.

The Rate Table Setup window has two purposes:

1. To provide default values for when new rates are created
2. To update a specific value in each rate for a specific category. 

You can use these features in order to save time when initially creating a Rate Table, or making last minute changes to such things as material sales tax percentages.

Rate Table Setup Window

While on the Rate Tables module of Estimating Link, go to Services > Setup:

You will be presented with The Rate Tables Setup window containing groups of common fields for each of the different Rate categories:

Here, you can enter the values to use as defaults for these fields, or the values to update the existing Rates with.  You will be prompted as to whether or not the existing Rates should be updated, or if you are just setting default values, when you click the Ok button.

After you've made changes and clicked OK, the following confirmation window will appear:

If you select:

• Yes - All your existing Rates in this projects Rate Table will be updated and new Rates will be set with these defaults.
• No - Existing Rates will not change.  New Rates will be set with these defaults.

When starting a new Rate Table, set up your defaults first to avoid duplicate data entry.  Utilize the Rate Table Setup window when there are changes you need to make at the last minute, such as Material Sales Tax percentage.