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How can I edit or create new rate cards without affecting existing budgets?
How can I edit or create new rate cards without affecting existing budgets?

Edit and create new rate card valid only for new budgets and projects.

Alexandra Gallisová avatar
Written by Alexandra Gallisová
Updated over 2 months ago

We recommend setting up a new rate card to create or edit rate cards without impacting existing budgets. To do this, navigate to Budgets -> Hourly Rates and Commissions -> New Rate Card.

These new rates will only apply to future projects.

If you want the new rate card to be automatically applied to newly created projects, make sure to set it as the default. Existing projects will not be affected by the new rates unless you manually update the hourly rates in the budget for those projects.

If needed, you can also rename or delete the old rate card, ensuring that past budgets remain unchanged.

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