How can I combine new cost types, services and rates?

General information

Once the cost type, service and rate have been created, they must be combined in order to be used in the system (e.g. in time tracking or when creating a new estimate calculation).

Steps

1. Go to “Admin” > “Services admin” > “Assignment”
2. Select the new cost type at “Cost type”
3. In the next column, click “Assign service” and select the associated new services
   => The newly assigned service will disappear from the services check list to the right
4. In the next column, click “Assign rate”
   => The newly assigned rate will be striked through in the rates check list to the right
   HINT: It is possible to assign a rate to more than one cost/service type
5. To enable immediate change, please carry out a system reset:
   1. Click the cog icon at the top-right corner of the page and click “Reset”
6. => Your user is logged out and logged in again and your changes take immediate effect.