The Rate Card Report is useful for teams that utilize many Rate Cards spread accross multiple Companies saved in PI and want to dive into the Rate Card types.
Create a Rate Card Report
In the Reports home of Project Insight, Rate Card Report is the third option under Company reports:
Click the Create Rate Card Report button to get started.
Display & Filter Options
Filter for the desire Rate Card results
Like all reports in Project Insight, you first narrow down which types of Rate Cards you want to see from the following filtering criteria:
What information do you want to know about those Rate Cards?
Rate Card Default Bill Rates: to see your Rate Cards assigned as the default Bill Rate on the Company Rate Card
Rate Card Resource Types: for Rate Cards with a Resource Type matching the task assignment or task resource type
Rate Card Task Types: for Rate Cards with a Task Type rate matching the task type specified on the task
Rate Card Expense Codes: for task work expenses when the expense lines specify to use the rates listed in the Rate Card
When you're finished, run the report to see the results and export to excel based on the Rate Card type or all of the Rate Cards together option.
Save, Share & Schedule
Continue reading the following articles for using the options at the bottom of ALL reports: