> For the complete documentation index, see [llms.txt](https://documentation.civalgo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentation.civalgo.com/documentation/resources/configure-resource-rates.md).

# Configure resource rates

Configure your resource rates, which are automatically applied in daily reports

<figure><img src="https://4134278745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxU6tqvHV93MebTO1c9hv%2Fuploads%2FlsVDNyUzCBZjlYXB5kTb%2FConfigure%20resource%20rates%20%231.png?alt=media&amp;token=2f4dc6b7-af2e-4ae5-9215-58205e2b9217" alt=""><figcaption></figcaption></figure>

## Prerequisites

[Create an employee](https://civalgo.gitbook.io/civalgo-docs/~/revisions/XsOIuPpHyLxQT0TCYOQF/documentation/resources/create-an-employee)

[Create equipment](/documentation/resources/create-equipment.md)

[Create a material](https://civalgo.gitbook.io/civalgo-docs/~/revisions/25fy2PjUolAGlHPG3jlT/documentation/resources/create-a-material)

#### **Navigating to the feature**

* Click on “Resources” in the menu bar on the left side of the screen
* In the “Employees”, “Heavy Equipment”, or “Materials” tabs, click on the “Rate” subtab.

#### **Add rates to your resources**

**Employees**

* Click on “New Rate” at the top right of the page

<figure><img src="https://4134278745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxU6tqvHV93MebTO1c9hv%2Fuploads%2Fx6cUPHjOCVIiY7ssOSAG%2FConfigure%20resource%20rates%20%232.png?alt=media&amp;token=b0db3b2c-0dd0-4c3a-a28d-dba3d1701352" alt=""><figcaption></figcaption></figure>

* Select the organization, profession, and employee for whom you want to add a rate. You can add a rate to all employees in an organization, or to all trades or to a specific employee, or a combination of all three. See the table below to see the different combinations and the implications of these

<figure><img src="https://4134278745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxU6tqvHV93MebTO1c9hv%2Fuploads%2Fe86Ri3kGGW6TqNvARssn%2FConfigure%20resource%20rates%20%233.png?alt=media&amp;token=ee7122cc-38ab-4246-842c-b7deaadef164" alt=""><figcaption></figcaption></figure>

* Click on “Create”

<figure><img src="https://4134278745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxU6tqvHV93MebTO1c9hv%2Fuploads%2FWUewNpCtYyFFjQIlbEos%2FConfigure%20resource%20rates%20%234.png?alt=media&amp;token=ebc5a7fc-26e0-44c5-8de5-ceac4f590a09" alt=""><figcaption></figcaption></figure>

* Click on the “+” to the right of the line of the combinations you created
* Add the effective date for when you want the hourly rate to start applying
* Add another line to add another effective date to the same combination

#### **Equipments**

* Click on “Equipment” at the top of the page then go to the “Rate” sub-tab.
* Click on “+ New Rate” at the top right of the page
* Select the organization, the type of equipment, the equipment as well as the unit. You can add a rate to all equipment in an organization, or to all types of equipment or to specific equipment, or a combination of all three. See the table below to see the different combinations and the implications of these
* Click on “Create”
* Click on the “+” to the right of the line of the combinations you created
* Add the effective date for when you want the hourly rate to start applying
* Add regular hourly rate
* Add another line to add another effective date to the same combination

#### **Materials**

* Click on “Materials” at the top of the page then go to the “Rates” sub-tab.
* Click on “+ New Rate” at the top right of the page
* Select the organization or equipment for which you want to add a rate. You can add a rate to all materials in an organization or to specific hardware, or a combination of both. See the table below to see the different combinations and the implications of these
* Click on “Create”
* Click on the “+” to the right of the line of the combinations you created
* Add the effective date for when you want the unit rate to start applying
* Add unit rate
* Add another line to add another effective date to the same combination

#### **Project control**

You can also enter project-level rate presets. These presets will then take priority over the global presets. They work exactly the same way.

To visualize this feature, follow these steps:

1. From the list of projects, click on the name of the desired project
2. Click on the tab **“Rate”**.

You will then see three sub-tabs: **Employees, Equipment and Materials**. Their use is the same as the global rates (see documentation above).

<figure><img src="https://4134278745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxU6tqvHV93MebTO1c9hv%2Fuploads%2FRpfIpJ6iw7eUd3GFb3Sy%2FConfigure%20resource%20rates%20%235.png?alt=media&amp;token=e8ee551b-6737-49aa-a39f-24936cff0b14" alt=""><figcaption></figcaption></figure>

#### **Importing a file**

To make it easier to add your rates in Civalgo, we also added the possibility of adding rates using an easy import!

To do this, all you need to do is:

* Click on the employee tab at the top of the page
* Click on the “Import” button at the top right of the page

<figure><img src="https://4134278745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxU6tqvHV93MebTO1c9hv%2Fuploads%2FCXUXnzN137xDblcUOvWS%2FConfigure%20resource%20rates%20%236.png?alt=media&amp;token=a35e0c41-afe6-4fc4-9b68-9ed2be5e9b46" alt=""><figcaption></figcaption></figure>

* Click on “Download a document”

<figure><img src="https://4134278745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxU6tqvHV93MebTO1c9hv%2Fuploads%2FZhmGbrLDPbMCE3PEI4xh%2FConfigure%20resource%20rates%20%237.png?alt=media&amp;token=09a1a953-f517-4c57-bfc4-941db28ae95d" alt=""><figcaption></figcaption></figure>

* Choose the document you want to download
* Click on “Open”
* Correct if there are error messages
* Click on “Import”
* Repeat with the equipment and materials tab

And that's it, that's it!
