Changing an existing rate table

Note: This feature is available only if you have a license to use Crews.

  1. Open the Database Rate Table window in one of the following ways:

    • On the ribbon, from the Crews group on the Data tab, click Rate Tables.
    • In classic view, select Database menu > CrewsRate Tables.
  2. Select the rate table you want to change.
  3. The Source option indicates where the displayed rate table is stored. You can change a rate table in either the estimate or the standard database.
  4. You can click The List (ellipsis) button to choose from a list of existing rate tables in either the estimate or standard database, or scroll through the rate tables using [<<] and [>>].
  5. Make changes as needed.
    • To rename the rate table, click [Rename], and then enter the new name in the Rate table field.
    • To change a resource rate, click the cell, and then enter the new rate.
    • To add, delete, or modify resources in the rate table, move the cursor to the resource name or description cell and right-click to display your options. (For more information, see Rate grid options.)
    • To change the heading for a benefit/other cost column, right-click the column heading, right-click, and then select Change Benefit Column from the shortcut menu. Enter the new heading in the Changing Benefit Column window, and then click [OK].
    • To change how the rate for a benefit/other cost column is calculated, right-click the column heading, and then select the desired option from the shortcut menu: Amount per Unit or Percent of Base Rate.

    For more information, click the Help icon available on the ribbon on the title bar of the window and then click a field or button.

  6. When you finish changing the rate table, click [OK] to save it.
  7. Change other rate tables in the same manner. When you finish, click [Close].

Tips:  

  • Changes to a rate table affect only future take off items. To apply changes to existing items, select Crews from the Repricing group on the Takeoff tab. (In classic view, click Pricing menu > Reprice Crews).
  • To sort the resources in the rate grid by description, right-click the Description column heading and select Sort by Description from the shortcut menu.
  • To sort the resources in the rate grid by name (ID), right-click the Resource column heading and select Sort by Resource ID from the shortcut menu.