Import rates

In this topic you will find additional information about importing rates.

Checks are performed on possible combinations of start and end dates during the import. If a line contains an invalid combination, it will not be imported. In some situations, a record is imported and the start or end date is changed by the import.

Note:

If a cost price rate as well as a sales rate are presented in the same import record, the checks are performed on existing cost price rates as well as existing sales rates. A record can only be processed if all the checks are passed. For example, if the cost price import is allowed, but the import of the sales price is not, then the entire record will be rejected.

To import rates:

  1. Go to: Projects / Management / Import / Rate.
  2. See also the general import process description.

Directly to

  1. Rates
  2. Determine rates
  3. work types
  4. Articles
  5. Configure rates
  6. Determine validity combination for rates
  7. Add calculation bases for rates
  8. Add rates
  9. set up the calculation bases for the rates
  10. View and change rates
  11. Import rates
  12. Projects configuration
  13. Configure the basic master data in Profit
  14. Configure the settings for Projects
  15. Configure the entry of hours
  16. Validity combinations
  17. Custom dimensions
  18. Configure cost estimates
  19. Configure the actual costing
  20. Integration of actual costing and salary processing
  21. Configure teams
  22. Configure project profiles
  23. Configure work in progress
  24. Configure prices including VAT
  25. Calculate a sales price based on an hourly wage
  26. Configure project invoicing
  27. Configure allocation links
  28. Configure the draft invoicing
  29. Configure progress
  30. Configure batch processing (queues)
  31. Configure projects in InSite
  32. Configure projects in OutSite