Edit a Rate in the Company Level Rates Tool

Beta

Company Administrators can enable the Resource Management: Rate Tables - Company & Project Rate Management beta in Procore Explore. (US 2 | UK)

Things to Consider

  • Required User Permissions

  • Rate tables are effective between the effective date and the expiration date.

  • When a calculated rate column is included in a table, the associated source columns from the calculated rate's formula are also added.

  • You can add and edit the rates for the source columns within a calculated rate's formula, but you cannot override the final calculated value.

Steps

Import Equipment Rows and Rates

  1. Navigate to the company's Rates tool.

  2. Click the rate table.

  3. In the 'Rate Table' section, click Import.

  4. Click Download Excel Template, to download the template with your current columns.

  5. In the spreadsheet, enter the following information:

    • Equipment Category Name and Equipment Type Name, which match the equipment categories and types in your Company Equipment tool.

    • A rate for each column and equipment type row.

  6. Save the spreadsheet.

  7. Navigate back to Procore and the Import window.

  8. Attach the file.

    1. Click Attach Files and select the updated rate table spreadsheet. Then click Open.

    2. Drag and drop the updated rate table spreadsheet from your computer to the 'Drag and Drop' section.

  9. Click Upload.

Import Labor Rows and Rates

  1. Navigate to the company's Rates tool.

  2. Click the rate table.

  3. In the 'Rate Table' section, click Import.

  4. Click Download Excel Template, to download the template with your current columns.

  5. In the spreadsheet, enter the following information:

    • Work Classification Name, which matches the classifications in your company Admin tool.

    • A rate for each column and each classification row.

  6. Save the spreadsheet.

  7. Navigate back to the Import window.

  8. Attach the file.

    1. Click Attach Files and select the updated rate table spreadsheet. Then click Open.

    2. Drag and drop the updated rate table spreadsheet from your computer to the 'Drag and Drop' section.

  9. Click Upload.

Manually Update Rates

  1. Navigate to the company's Rates tool.

  2. Click the rate table.

  3. In the 'Rate Table' section, click Edit.

  4. Click the rate field and enter a new rate.

  5. Click Save.

  6. Click to Save to confirm.

See Also

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