1.From CSM Settings, click Edit.

2.Click the Vendors link from the left pane.

3.Click an existing vendor's Company Name link from the resulting table.

The vendor record opens.

4.Click the Timekeepers link from the left pane.

5.Click an existing timekeeper's Name link from the top table.

The timekeeper record's General page opens.

6.Click the Default Rates link from the left pane.

7.To edit the timekeeper-specific rates per task code, click the timekeeper's contact link under the Timekeeper Task Rates section.

The timekeeper's contact record opens at the General page.

a.Click the Rates link from the left pane.

b.Click Edit.

c.For each invoice task rate to add, do the following (from the Invoice Task Rates section):

i.From the Task column, select an invoice task/fee code.

ii.From the Rate column, type a rate.

iii.Under the Start Date and End Date columns, select a date range for the rate.

You can leave the Start Date and End Date fields empty if the rate should apply indefinitely.

iv.Click Add.

For more information about editing contact rates, see Setting Contact Rates.

8.To edit the timekeeper-specific Default Rates, click the timekeeper's contact link under the Timekeeper Default Rates section.

The timekeeper's contact record opens at the General page.

a.Click the Rates link from the left pane.

b.Click Edit.

c.For each default rate to add, do the following (from the Default Rates section):

i.Type a rate. This rate will apply across task codes and timekeeper categories.

ii.Under the Start Date and End Date columns, select a date range for the rate.

You can leave the Start Date and End Date fields empty if the rate should apply indefinitely.

iii.Click Add.

9.(optional) To edit the rates that this timekeeper inherits from its Vendor, from the Vendor Rates section, click the vendor link. For more information, see Setting Vendor Rates.

10.(optional) To edit the default rates that this timekeeper inherits from CSM Settings Default Rates, from the CSM Settings Default Rates section, click the CSM Settings link. For more information, see Setting Default Rates.

11.If you edited any information, click a save option. If you click Save & Close, you will return to the CSM Settings Timekeeper account.