1.From the vendor record, click the Rates link from the left pane. The Rates page opens, listing the default rates for this vendor that have been set.

Either a Timekeeper Category drop-down list or Task Code drop-down list will display, depending on the current option selected on the CSM Settings Default Rates page, Apply Timekeeper Rates drop-down list (Task Code or Timekeeper Category).

2.To set rates for the current vendor's timekeepers:

a.From the Vendor Rates section click Edit.

b.For each rate to add, do the following:

Select the Task Code or Timekeeper Category from the available drop-down list.

The Task Codes options are Line Item task codes set up in the Line Item object definition in TeamConnect. The Timekeeper Categories options are standard LEDES timekeeper categories (see Setting Default Rates).

c.Type the authorized rate for tasks or categories with this code in the Rate field.

d.(optional) In the From and To date fields, you can specify a date range for when these task rates will be valid. If specified, validation would default to this rate only within the specified time period.

e.Click Add.

You can leave the From and To date fields empty if the rate should apply indefinitely.

3.Click a save option. The vendor's new rates are defined.

Note: The CSM Settings Default Rates table is view-only but you can click a link to open the CSM Settings area. You can navigate to the CSM Settings Default Rates page and edit it.