Configure resource rates

Navigating to the feature

• Click on “Resources” in the menu bar on the left side of the screen
• In the “Employees”, “Heavy Equipment”, or “Materials” tabs, click on the “Rate” subtab.

Add rates to your resources

Employees

• Click on “New Rate” at the top right of the page

• Select the organization, profession, and employee for whom you want to add a rate. You can add a rate to all employees in an organization, or to all trades or to a specific employee, or a combination of all three. See the table below to see the different combinations and the implications of these

• Click on “Create”

• Click on the “+” to the right of the line of the combinations you created
• Add the effective date for when you want the hourly rate to start applying
• Add another line to add another effective date to the same combination

Equipments

• Click on “Equipment” at the top of the page then go to the “Rate” sub-tab.
• Click on “+ New Rate” at the top right of the page
• Select the organization, the type of equipment, the equipment as well as the unit. You can add a rate to all equipment in an organization, or to all types of equipment or to specific equipment, or a combination of all three. See the table below to see the different combinations and the implications of these
• Click on “Create”
• Click on the “+” to the right of the line of the combinations you created
• Add the effective date for when you want the hourly rate to start applying
• Add regular hourly rate
• Add another line to add another effective date to the same combination

Materials

• Click on “Materials” at the top of the page then go to the “Rates” sub-tab.
• Click on “+ New Rate” at the top right of the page
• Select the organization or equipment for which you want to add a rate. You can add a rate to all materials in an organization or to specific hardware, or a combination of both. See the table below to see the different combinations and the implications of these
• Click on “Create”
• Click on the “+” to the right of the line of the combinations you created
• Add the effective date for when you want the unit rate to start applying
• Add unit rate
• Add another line to add another effective date to the same combination

Project control

You can also enter project-level rate presets. These presets will then take priority over the global presets. They work exactly the same way.

To visualize this feature, follow these steps:

1. From the list of projects, click on the name of the desired project
2. Click on the tab “Rate”.

You will then see three sub-tabs: Employees, Equipment and Materials. Their use is the same as the global rates (see documentation above).

Importing a file

To make it easier to add your rates in Civalgo, we also added the possibility of adding rates using an easy import!

To do this, all you need to do is:

• Click on the employee tab at the top of the page
• Click on the “Import” button at the top right of the page

• Click on “Download a document”

• Choose the document you want to download
• Click on “Open”
• Correct if there are error messages
• Click on “Import”
• Repeat with the equipment and materials tab

And that's it, that's it!