Activating a previously deactivated new rate card
Important
New rate cards are a Beta feature.
Details that you enter in the Users > Edit user > New rate cards tab screen have no influence on the user's existing rate cards (managed in the Users > Edit user > Rate cards tab screen). During the Beta program, it is not possible to transfer the current rate card data to New rate cards. Seamless data transfer between the current and the new rate cards will be supported after the Beta tests are completed and new rate cards are implemented.
New rate cards have no influence on the current project costs (managed in the Projects > Project Editor > Estimates > Costs tab screen). They only influence new costs, in projects (managed in the Projects > Project Editor > Estimates > New costs tab screen).
You can activate an existing rate card that has been temporarily deactivated. When you do so, the rate card can be used as the basis for project cost calculation.
Important
You can only have one active rate card for a specific subject matter setting combined with a specific language combination, for the relevant user. So, before you proceed, ensure that you deactivate or delete a rate card with the same settings as the one that you want to activate. For details, see Deactivating a new rate card and Deleting a new rate card.
Select Users > User list.
Search for the relevant user. You can use the search box and filters to help you find them, in the user list. For details, see Searching for users.
Use the left mouse key to select the relevant user's row.
Result: the relevant user is displayed in the Edit user screen.
In the left-hand side pane of the Edit user screen, select New rate cards.
In the Users > Edit user > New rate cards tab screen, find the rate card that you want to activate. Deactivated rate cards are grayed out and displayed at the bottom of the rate card list.
In the relevant rate card row, select the context menu icon
on the right-hand side of the screen. Then, from the menu, select Activate.
Result: the relevant new rate card is now active and can be used in project cost calculations.
Rate card activation process can take a moment. During this time, the context menu icon on the right-hand side of the relevant rate card is grayed out. It means that no further actions can be taken on the relevant rate card until it is active again.
If required, in the New rate cards tab screen, you can also: