Rate Unit

In the TeamBoard TimePlanner, A Rate Unit defines how much 1 hour of work costs. It’s a reusable pricing rule you can apply to resources, groups, or projects.

Creating a Rate Unit

1. Navigate to ⚙️ Settings from the left sidebar > Select the Rate and Cost section.

2. Go to the Rate Unit tab > Click in the right corner.

3. Fill in the fields in the Pop-up:

• Name: A descriptive title for the rate.

• Description: Optional notes to explain the purpose or context of this unit.

• Rate: The numerical value for the cost per unit of time.

• Currency: Select from the available currencies configured in Fields Data (e.g., USD, EUR, SGD).

3. Click to save the new rate unit.

Editing a Rate Unit

To edit an existing rate unit, follow these steps:

1. From the Rate Unit page, locate the rate unit you want to edit and click on it.

2. In the pop-up window, make the necessary changes to the fields:

• Name: Update the title of the rate unit.

• Description: Modify or add any explanatory notes.

• Rate: Adjust the rate if needed.

• Currency: Choose a different currency if required.

4. Click to apply your changes.

Deleting a Rate Unit

To delete a rate unit, follow these steps:

1. From the Rate Unit page, find the rate unit you want to delete.

2. Click at the end of the row.

3. Confirm the deletion when prompted.