> 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/settings/configure-resource-rates.md).

# Configure resource rates

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

<figure><img src="/files/aCAM5yqDTbbHk8Q6LoHe" 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="/files/unajgtilMNzMyNqpO22o" 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="/files/HpjRKvg5un79f7DfWYjO" alt=""><figcaption></figcaption></figure>

* Click on “Create”

<figure><img src="/files/oofjH0h08C3P57diLzf0" 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="/files/7ciwCQqJaRgyYmJdC6It" 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="/files/ptco4GBUirnMoEJxw2Ur" alt=""><figcaption></figcaption></figure>

* Click on “Download a document”

<figure><img src="/files/6HPI2u66bu1VEJpywGJ2" 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!


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