Commercial setup
Set the rates, costs, and expense rules that drive your financials.
- Introduction to FinancialsIn this section, you’ll set up the rates and costs that power your consulting firm’s financial insights in Operating.
- How to set up rate cardsCreate rate cards to set your charge-out rates, assign them to projects, set per-position overrides, and handle rate changes over time.
- How to set up cost ratesHow to set up the cost rate layers in Operating — from organization-wide defaults through site-based cost cards to per-person and per-project overrides.
- How to set up expense categories and vendors
- Currencies