How do I set up activity rates for billing?

In CORE, you can bill your clients using activity, employee or special fee schedule rates. Check Rates for details.

To set up activity rates for billing:

  1. Open the Projects screen.
  2. Select the project you want to set up for billing and go to its detail view.
  3. On the General > Assignment tab, click Add Rule.
  4. Check the rule 'Use Bill Rates from Activity Items screen'. Check Assign Rules to Projects for details.
  5. Click Add and save your changes. CORE will use the activity rates for billing.
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