Create a project specific rate

Open your project and go to the Project drop down > Financials > Rates.

Select the edit icon in line with the rate you wish update, and select 'Create project specific rate'.

From here, update the new effective date and the new charge value.

NOTE: The effective date can only be set as far back as the last invoiced transaction's date. For example, transactions using the 'Administration' rate have been billed up to 31 October 2017. Unbilled transactions from 1 November 2017 onward will be updated to the new rate. 

Create a stage specific rate

Go to Project > Financials > Rates

Change the view from 'Project : [Project name]' to 'Stage : [Stage name]'. 

Select the edit icon in line with the rate you wish update, and select 'Create stage specific rate'. Follow the same steps as creating a project specific rate.