Unit Bill Rate Schedule

The Unit Bill Rate Schedule screen allows you to add and define unit bill rate schedules. A unit bill rate schedule defines the direct billing rates that are used to calculate billing and effort values from unit charges.

Unit bill rate schedules are attached to project unit groups. When a unit is charged to a project with a rate schedule, the rate schedule determines the default rate to bill the unit. The unit bill rate schedule can be overridden at the project unit group level.

General

In the General area, enter unit bill rate schedule control values.

Field		Description
	Code	Enter a unique alphanumeric key to identify the document. Once a code has been entered and the document has been submitted to final, it typically cannot be changed.
	Name	Enter a name to describe the document. The name does not have to be unique.
	Currency	Enter or select a currency of the rates. Once the document has been submitted to final, this value cannot be edited.
	Status	Select the status of the document.

Rate Types

In the Rate Types area, enter or select the rate types associated with the unit bill rate schedule. This allows you to enter various rates controlled by the Effective Date for the unit.

If at least one rate type is not defined, a warning is displayed to alert that the bill rate schedule is empty. However, empty bill rate schedules can be defined when all of the rates will be provided as overrides.

Field		Description
	Unit	Enter or select a unit. Only active or pending inactive units can be selected.

Rates

In the Rates area, enter the rates associated with the unit. When units are posted, the rate with the closest date earlier than or equal to the transaction date is used. If the effective date is empty, the rate is treated as the earliest date.

Field		Description
	Effective Date	Enter or select the beginning date for which the rates are effective.
	Rate	Enter the rate. Negative rates cannot be entered. This value is in the document currency.