- New Rate Sheets can be created during the Contract creation process.
- This reference guide will start on the **Create Contract Record** event, under **Projects** tab > **Line Details** sub tab
1
- On the **Contract Rate Sheet** column, select [[Create]]
2
- Select [[Create Contract Rate Sheet]]
3
- Enter the Rate Sheet **Name**
- It is recommended to list the LE0# at the beginning of the name and the words 'Rate Sheet' at the end
- Example: **LE036** - Test Name **Rate Sheet**
4
- The **Effective Date** will default to the Effective Date on the Contract Header
Contract Rates Tab (Project Billing Rate Sheet)
If you do not have a Project Billing Rate Sheet, skip to the: **Contract Rates Tab (Manual Entry) Section**
5
- Select [[Project Billing Rate Sheet]]
6
- The **Contract Currency** will autofill
- Leave the following fields blank:
- Adjustment %
- Mutually Exclusive Rules
- Revenue Adjustment Reason
7
- Click [[Update Contract Rates]]
8
- The **Project Billing Rate Sheet** will autofill with:
- Project Roles and Contract Rates
- Make necessary adjustments
Contract Rates Tab (Manual Entry)
9
- Leave **Project Billing Rate Sheet** field blank
- The **Contract Currency** will autofill
- Leave the following fields blank:
- Adjustment %
- Mutually Exclusive Rules
- Revenue Adjustment Reason
10
- Click [[(+)]] to add a row
11
- Select [[Project Role]]
- Enter [[Contract Rate]]
- Enter [[Currency]] (**must** match currency on Contract Record)
12
- Continue process for additional [[Project Roles]]