How to Change Default Rate Card

Modified on Mon, 10 Jun at 11:59 AM

You can change the default Rate Card for a Project Type in the Project Type Editor

Note the Rate Card number*
Menu > Admin Tools
Open the Project Type editor
Select the Project Type you want to change the Rate Card of
Enter the Rate Card number into the defaultratecard field - Changes are saved immediately
Repeat for any other Project Types as neccessary

*To get the number of the ratecard, if the Rate Cards have been renamed (to GBP/USD etc), you will need to Alt-Click on the Rate Card name, as if you were going to rename it, and the number will be in the pop-up that appears. For example, the Rate Card below is 1, so you would enter 1 into the field into the Project Type editor.