Fortix PlatformFortix Freedom Business Systems WorkHow to Enable Rate Recording in Work Request Collaboration

How to Enable Rate Recording in Work Request Collaboration

Tracking resources activity on the project is fundamental to delivering the project on time and within budget, as it enables the project manager to proactively action out of control activities. Recording the appropriate rates for work done ensures jobs are invoiced correctly.

This article explains how to enable Work Request setup to record the Rate field in Work Request collaboration updates.

Click the setting menu option to open the Setup page. Find and Click Work Request Setup.

The WORK REQUEST SETUP form will open.

Scroll down to find the Enable Rate Recording field selection buttons. Click Yes to enable Rate recording.

Click SAVE to commit the changes.

Navigate to the Work Requests page and select the Work Request to update.

Click collaborate.

Complete the UPDATE form fields. the Rate field can be found by scrolling down.

Click the down arrow in the Rate field and select the correct rate. Click SEND to commit the update to the system.

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