Schedule of Rates Reference Data

The Schedule of Rates reference data window can be accessed by navigating to Functions > Schedule of Rates > SOR.

Note: You must have a role with the ScheduleOfRatesReferenceData permission to access this window.

Refer to Manage Reference Data for further information on using reference data screens.

The following reference data is available:

Use this reference data to define different types of rate (for example: Standard Rate).

Rate Types reference data

The fields on the Rate Types grid are described in the following table.

This field Holds this information...
Description A description of the rate type.
Cost Name1 to CostName3 Labels for the cost types (for example: Labour, Material, Plant).
Allow Composite Whether the rate type can be used for a composite.
Archive Whether the rate type is archived.

Use this reference data to define schedules of rates. Select a Rate Type from the drop-down list to display the Schedule of Rates.

Rate Type drop-down

Actions can be carried out using the menu accessed by right-clicking in the window or on an item.

Note: The options available are dependent on the type of item selected.

Right-click menu

The menu allows you to do the following:

  • Add a new header, section or sub-section by selecting the relevant option under New. This displays the Schedule of Rate Item window, where you can enter a code and description for the item

    .Schedule of Rate Item window

  • Add a new rate item by navigating to New > New Rate Item - this displays the Schedule of Rate Item window.

    Schedule of Rate Item window

The fields on the Schedule of Rates Item window are described in the following table.

Section This field Holds this information...
General Code A user-defined code for the item.
Description A description of the item.
Monetary Values <Cost Names 1-3> The costs. These field names are defined by the selected rate type.
Total Cost The total costs. This is the sum of the preceding Cost Name fields.
Item Details Unit The unit of measurement. These can be defined in Measurement Unit Types reference data (accessed by navigating to Functions > Core > Reference Data > Core).
Resource Values Estimated Hours The estimated time it will take to carry out the work in hours.
  • Edit the selected item by clicking the Modify option

  • Delete the selected item by clicking the Delete option

    Note: If the item has been used on an estimate, it will not be deleted.

  • Refresh the window using the Refresh option

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