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Work Category will allow you to add a category of work that can be used in the project. To access Work Categories, in the Project dropdown menu go to PLANNER™ Settings > Work Categories as shown below.

Configuring Default Rate Per Hour in Work Categories:

• Navigate to Work Categories:

  • Go to Mega Menu → Project Settings → Work Categories.

• Create a New Work Category:

  • In the Manage Work Categories window, click the "+" button in the bottom right corner to create a new category.

  • Select a Trade from the drop-down.

  • Enter a numeric value for "Default Rate (per Hour)" (not accepting negative input).

  • Click the "+" button to add the Trade with the hourly rate.

  • Repeat for multiple Trades if needed.

  • Click "Save" to save the Work Category configuration.

Note: Different Work Categories can have the same Trade defined with different hourly rates.

• View Configuration:

  • Hover over the Work Categories grid entry to view configured hourly rates for Trades.

Default Rate Per Hour in Project Team (Desktop)

• Navigate to Project Team:

  • Go to Mega Menu → Project Settings → Project Team.

• Add a New User:

  • Click "+" to open the "Add New User(s)" window.

  • Selecting a Company auto-fills the Trade field.

  • The Work Category field displays associated Work Categories for the selected Trade.

  • The Hourly Rate field displays the defined hourly rate.

  • After entering required information, click "ADD" to add the user to the Project Team grid.

  • The "Hourly Rate" column in the grid represents the defined hourly rate for each user.

Note: Configuration of Trades in Work Categories is ONLY allowed on Desktop. 

The functionality for creating a new user in Project Team in devices (Tablet / Mobile) follows the same behavior as described for Desktop.