Rate Card parameters

When creating a project, selecting a contact does more than just assign a client — it also determines which rate card is used.

Each contact can have a default rate card linked to it. Once you select that contact, the system automatically applies the corresponding rate card and fills in the relevant parameters.

How it works

• Create a new project
• Select a contact
• The default rate card assigned to that contact is automatically applied
• Project fields are filled based on that rate card
• Create the project
• You can see and edit all the rate card parameters applied on the project details container
• Open the rate card by double-clicking the label in the project
• Review and edit all parameters from one place