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Changing an existing crew

Crew overview

Setting up a new crew

Testing crew amounts

Setting up a rate table for overtime

Setting up a new rate table for crew pricing

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 > Crews > Rate 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 Image of the List 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. How?
    • 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 An image showing 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.