Working with Rates and Rules in Workfiles

This articles describes your options to update rates and/or rules in a workfile.

Changing Labor Rates
Updating Rates
Using Update Rates and Rules

 Changing Labor Rates

Use this option to change the rates in a workfile. Changes you make only applies to the specific workfile that you are working with.

To change workfile labor rates

1. Open the workfile.
2. Select the Rates tab, and then select the Labor tab.
3. Edit rates and tax indicators as needed.
4. Click Save or Save and Close from the toolbar.

Updating Rates

Rates can be updated in two ways. When rates are edited in a profile, new workfiles you create with that profile will have the updated rates. Existing workfiles will not be updated.

To apply new rates to existing workfiles, you will need to click on the workfile Rates tab. Edit rates in the appropriate screen as needed. When updating a rate in a workfile with a locked estimate and no supplement, you will be prompted to create a new supplement first. If a workfile has a locked estimate and an open supplement, the supplement amount will be adjusted depending on the rate change.

To apply the new rate to all estimate versions (i.e., E01, S01, etc.), you have the option to apply the new rate retroactively. The rate changes are then applied to the newly created supplement.
 

Using Update Rates and Rules

You can change the rates and estimate rules of the workfile. After you select a rate table and estimate rules, the rates and rules from that profile are applied to the estimate. You can apply the new labor rates retroactively by selecting that option in the Overwrite existing rates screen. The labor rate calculation amounts are added to the current preliminary supplement. Locked estimate amounts are not changed.

To update rates and rules in a workfile

1. Open the workfile, and then create a supplement.
2. Select the Update Rates and Rules button on the toolbar. The Update Rates and Rules dialog box opens.
3. Select the profile from the list.
4. Click OK.
5. Click Yes to overwrite the existing rates in the preliminary supplement. The new rates and rules are applied to the workfile.
6. Select Save or Save and Close.

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