Applying Rate Card Discounts

You can apply the project's or opportunity's rate card discount to unassigned or uhheld opportunity and project resource requests. To create rate cards, see Setting up Rate Cards.

To apply a rate card discount:

1. Do one of the following:
   • Click Opportunity | Opportunity Financials.
   • Click Project | Actions | Project financials.
2. Click Apply Rate Card Discount.
3. Click Apply.