Applying Rate Card Discounts

When using rate cards with fixed rates (not dated resource rates) you can apply the project's or opportunity's rate card discount to unassigned or unheld 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.