Widely used across the construction industry, rates are the fixed costs and variable expenses incurred throughout the lifecycle of projects of all sizes.
On Onetrace, rates can be set and applied to projects to calculate costs tailored to users' commercial scenarios automatically.
Why should you use Rates on Onetrace?
1. Multiple Rate Sets and Groups
Configure Rate Sets: Onetrace allows users to create and manage unlimited rate sets within each rate group, helping you to customise materials costs based on project requirements.
Rate Groups: Group rates logically based on projects, material types, or other relevant categories, ensuring that all rate data is easy to understand and use.
2. Ability to Import Rates
CSV Template: Onetrace provides a CSV template to simplify importing rates. Users can bulk import rate sets for multiple materials in one go, significantly reducing the time required for manual data entry.
Adjust and Re-import: During a project, users can adjust rates by downloading a new CSV template and modifying the materials and rates-related information.
Custom Rates: Imported rates can be set as a new or customised rate within specific projects, allowing users to tailor rates according to project-specific needs.
3. Set Global or Project Specific Default Rates
Default Rates: Users can set default rates for new projects or set them up across the organisation using the Global Settings, ensuring that every project starts with the correct rate sets, reducing the setup time and ensuring consistency across all projects.
What are Rate Groups? |
Rate Groups are broader categories that segment different types of rates incurred during a project according to your business needs.
For example:
- The Material Rate Group could contain the pricing set for various materials used to complete a project.
- The Labour/Operative Rate Group could include the costs assigned to operatives for the jobs they’ve performed.
- The Charge Rate Group could include the costs you will charge your client after the project is completed.
In this guide you will find the information you need to:
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What are Rate Sets? |
The ability to create multiple rate sets is essential, owing to the importance of cost and budget management in the construction industry. Rate sets contain multiple rate/pricing variations that apply to a broader rate group.
For example:
- You might wish to have yearly rates (2023 rates, 2024 rates) or discounted rates for your most valued clients (10%, 20%) or rates categorised as per the manufacturer (Hilti rates).
In this guide you will find the information you need to:
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Steps to add Rate Groups
1. Log into your account at app.onetrace.com
2. Click the Settings button from the main navigation panel on the left.
3. Click the Rates tab.
4. Click the Add Rate Group button.
5. Input the name of the Rate Group and click the Add Rate Group button.
✨ You can add up to 3 Rate Groups into a single organisation.
Steps to rename Rate Groups
1. Log into your account at app.onetrace.com
2. Click the Settings button from the main navigation panel on the left.
3. Click the Rates tab.
4. To rename a rate group, navigate to the desired group, click the three dots next to it, and select the 'Rename' option.
5. Input the revised name in the column.
6. Click the Save Changes button.
Steps to delete Rate Groups
1. Log into your account at app.onetrace.com
2. Click the Settings button from the main navigation panel on the left.
3. Click the Rates tab.
4. To delete a rate group, navigate to the desired group, click the three dots next to it, and select the 'Delete Rate Group' option.
5. Click the Confirm button.
6. Click the Chat to Us button.
✨ Please contact our customer support team before proceeding with any rate group removals, as removing rates can greatly impact your organisation's data. We want to perform some checks on our end before deleting any rate groups.
Steps to add a Rate Set
1. Log into your account at app.onetrace.com
2. Click the Settings button from the main navigation panel on the left.
3. Click the Rates tab.
4. Click the Add Rate Set button.
5. Add the Name and Description and click the Add Rate Set button.
✨ You can incorporate multiple rate sets into a rate group.
💡 Steps to edit the Rate Set Name
6. To rename a rate set, navigate and click the desired Rate Group, and click the Rate Set you wish to edit.
7. Edit the Rate Set Name and click the Save Changes button.
Steps to delete a Rate Set
1. Log into your account at app.onetrace.com
2. Click the Settings button from the main navigation panel on the left.
3. Click the Rates tab.
4. To delete a Rate Set, navigate and click the desired Rate Group, and click the Rate Set you wish to delete.
5. Click the Delete Rate Set button.
6. Click the Confirm button.
Steps to lock a Rate Set
1. Log into your account at app.onetrace.com
2. Click the Settings button from the main navigation panel on the left.
3. Click the Rates tab.
4. To lock a Rate Set, navigate and click the desired Rate Group, and click the Rate Set you wish to lock.
5. Turn on the Lock Rate Set switch.
Steps to duplicate a Rate Set
1. Log into your account at app.onetrace.com
2. Click the Settings button from the main navigation panel on the left.
3. Click the Rates tab.
4. To duplicate a Rate Set, navigate and click the desired Rate Group, and click the Rate Set you wish to duplicate.
5. Click the three dots and click the Duplicate Rate Set button.
6. Input the name and description if any and click the Add Rate Set button.
Steps to set up Default Rate Sets using Global Setting
1. Log into your account at app.onetrace.com
2. Choose the Settings tab using the left navigation bar.
3. Click the Rates tab.
4. Navigate the desired Rate Group and select the set you want to establish as the default setting from the Default Rate Set dropdown.
✨ The Rate Set you choose using Global Settings will be the default when creating any new project.
Steps to set up Default Rate Sets using Project Setup
1. Log into your account at app.onetrace.com
2. Select the Project you wish to work with.
3. Click the Project Setup button.
4. Select Materials & Rates from the dropdown menu.
5. You can now choose the default rate for your rate groups within this project.
✨ Choose the default rate sets for this project. These rate sets will automatically apply to all rate calculations unless specified otherwise in the Material Manager.
Steps To Recalculate Rates
1. Log into your account at app.onetrace.com
2. Click the project of your choice to recalculate the rates.
3. Click the Project Setup button.
4. Select Materials & Rates from the dropdown menu.
5. Click the Recalculate Rates button.
✨ This will recalculate the rates for all job sheets in this project. This may take a few minutes.
6. Click the Continue button.
💡What's Next?
Explore how to import/export Rates using the CSV Template in more depth on Onetrace.
Need more help?
Feel free to message us via live chat; we will gladly help! 😁