Duplicate indirect cost rates
Indirect cost rates are managed at each participant in the "Participants" section.
If you set a general indirect cost rate for your project workspace, then it is managed under Settings -> Customisation.
Note:
- To duplicate an indirect cost rate, you must have at least Edit access rights to the participant linked to the rate. To duplicate general indirect cost rates, you must be the Admin or Manager level user (see "Roles, access levels and access rights").
- Additionally, the current plan version must be in the Edit mode ("Manage project plan versions").
Duplicate indirect cost rates
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Click Participants in Home menu, this will open the "Participants" section.
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Click on the participant which indirect cost rates you would like to duplicate.
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A sidebar for this participant will appear, select the "Financial Profile" tab.
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Then hover over the indirect cost rate that you wish to duplicate and click on the "Edit" icon.
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The indirect cost rate opens in a separate sidebar, click the action menu at the top right and choose Duplicate.
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EMDESK creates a copy named "name (Copy)" and opens it in its own sidebar. The copy also appears in the Financial Profile of the participant. Note: The copy starts without cost categories, because a cost category can only be covered by one indirect cost rate. Select the cost categories that no other indirect cost rate covers yet and click Save Cost Rate.
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Duplicate a general indirect cost rates
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Go to the "Settings" tab on the left hand side of your workspace and then click Customization.
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Scroll down to the "Indirect cost rates" section, hover over the general indirect cost rate that you wish to duplicate, and click the "Edit" icon.
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The general indirect cost rate opens in a separate sidebar, click the action menu at the top right and choose Duplicate.
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The duplicated general indirect cost rate opens in a separate sidebar, if needed make adjustments and click Save Cost Rate. Note: The copy starts without cost categories, because a cost category can only be covered by one indirect cost rate. Select the cost categories that no other indirect cost rate covers yet and click Save Cost Rate.
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The duplicated indirect cost rate appears in the "Indirect cost rates" section:
Note: Read here how to create and manage indirect cost rates.