Setting up target scheduled rates

The setup of target scheduled rates on Project can be done by company or directly on the ***** company.

The setup done on the ***** company is applied by default to all other available companies in Akuiteo, unless there is a specific setup for a company. A user who logs into Project has access to the specific setup for their company first or, if there is no specific setup, to the setup of the ***** company.

The different companies' setup can be accessed via tabs, at the top of the setup screen from the Project menu > Scheduled rate calculation > Target scheduled rates. By default, the ***** tab is the only one displayed.

Adding a specific setup for a company

1

From the setup screen, click on the + tab at the top.

2

In the window, select a Company from the drop-down list. This list displays all the companies set up in Akuiteo that do not yet have a specific setup.

3

Click on Validate then on Save at the bottom of the screen.

A new tab is added for the specific setup of the selected company. By default, the setup of the ***** company is retrieved but can be modified.

Deleting a specific setup for a company

1

From the setup screen, click on the tab of the relevant company.

2

Click on Delete the company setup at the top right of the screen then confirm the deletion.

The specific setup is deleted. The setup used for this company will now be the ***** company setup.

To use target scheduled rates, they must be enabled from the Settings Portal. When they are enabled:

• The target scheduled rate can be specified on the record sheet of each employee (see Entering general information and contact details).
• An indicator of the target scheduled rate of each employee can be displayed on Project (see Using display options).