Skip to main content

XTM Cloud 13.10

Viewing the list of new rate cards

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 view a list of all active and deactivated new rate cards for the relevant user.

Procedure. To view the rate card list for the relevant user:
  1. Select Users > User list.

  2. 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.

  3. Use the left mouse key to select the relevant user's row.

    Result: the relevant user is displayed in the Edit user screen.

  4. In the left-hand side pane of the Edit user screen, select New rate cards.

Result: a list of all rate cards created for the relevant user is displayed. Deactivated rate cards are grayed out and displayed at the bottom of the rate card list. The list contains these columns:

  • Name – displays the unique rate card name.

  • Language Combination – displays:

    • All – if the relevant rate card applies to all language combinations or

    • all specific language combinations for which it has been created.

  • Subject Matters – displays:

    • All – if the relevant rate card applies to all subject matters or

    • all specific subject matters for which it has been created.

In the top and bottom right-hand corner of the table, you see the number of pages. You can navigate between pages by selecting the page number, typing it in or using the chevron left chevron-left-solid.svg and chevron right chevron-right-solid.svg icons.

In the bottom left-hand side of the table, you can specify how many entries should be displayed in the rate card list:

  • 10.

  • 20.

  • 50.

  • 100.