Click on "Resource rates" in the menu bar on the left of the screen
Add rates to your resources
Employees
Click on "Create" at the top right of the page
Select the organization, job 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 their implications
Click on "Create
Click on the "+" to the right of the combination line you have 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
Equipment
Click on "Equipment" at the top of the page
Click on "Create" at the top right of the page
Select the organization, equipment type and equipment for which you want to add a rate. You can add a rate to all equipment in an organization, or to all equipment types, or to a specific piece of equipment, or a combination of all three. See the table below to see the different combinations and their implications
Click on "Create
Click on the "+" to the right of the combination line you have 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
Click on "Create" at the top right of the page
Select the organization or material for which you want to add a rate. You can add a rate to all materials in an organization or to a specific material, or a combination of both. See the table below to see the different combinations and their implications
Click on "Create
Click on the "+" to the right of the combination line you have 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
Import a file
To make it easier to add your rates to Civalgo, we've also added the possibility of adding rates using an easy import!
To do this, simply:
Click on the employee tab at the top of the page
Click on the "Import" button at the top right of the page