Setting the Report Rate
You can set a Report Rate across all WIP, excluding expenses, for a selected Staff member. You can then, if appropriate, copy that Report Rate to other selected Staff entries.
These options are available via right-click in the Detailed WIP Allocation grid.
Report Rate options are dependent on a Firm-level switch, and may not be available in your implementation.
Set Report Rate
To set a Report Rate for a selected Staff member across all WIP, excluding expenses:
- Select a row with the relevant Staff Ref or Staff Name attribution.
-
Right-click the selected row and select Set Report Rate for Staff .
The Set Report Rate dialog is displayed.
- In the Report Rate field, enter the Report Rate you want to set for the Staff across all WIP.
- Select OK to close the dialog.
Copy Report Rate
To copy the Report Rate from a selected row to other rows, regardless of Staff attribution:
-
Select one or more rows in the Detailed WIP Allocation grid.
The Report Rate is copied from the first row selected to the other rows, excluding expenses, regardless of Staff ID.
Use Shift+click and/or Ctrl+click for multiple selection.
-
Right-click within your selection and select Copy Report Rate to Selected Rows .
The Report Rate is copied from the first row selected to all other selected rows.