Duplicate personnel cost rates

Personnel cost rates (labour or staff cost rates) are managed at each participant in the "Participants" section.

Note: To duplicate a personnel cost rate you must have Edit access rights to the participant and the current plan version must be in Edit mode (see "Roles, access levels, and access rights" and "Manage project plan versions").

Follow the instructions below on how to duplicate a personnel cost rate.

1

Click Participants in the main menu, this will open the "Participants" section.

2

Click on the participant which personnel cost rates you would like to duplicate.

Participants table

3

A sidebar for this participant will appear, select the "Financial Profile" tab.

The Financial Profile tab

4

Then hover over the personnel cost rate that you wish to duplicate and click on the "Edit" icon.

Edit icon on a personnel cost rate

5

The personnel cost rate opens in a separate sidebar, click the action menu at the top right and choose Duplicate.

Duplicate in the action menu of a personnel cost rate

6

EMDESK creates a copy named "name (Copy)" and opens it in its own sidebar, so you can adjust it and click Save Cost Rate. The copy also appears in the Financial Profile of the participant:

The copied rate in the Financial Profile

Note: Read here how to create and edit personnel cost rates.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.