Equipment Rates & Rate Groups

Owned by Support (Unlicensed)
Last updated: Jul 01, 2022 by Gabrielle Fuchs
2 min read

‘Asset Management’ must be enabled.

Rate Changes:

To maintain historical rate calculations for reports a new rate for each employee or equipment needs to be added. The only time a rate should be modified is if it was entered incorrectly when initially setting up the rate.

Example: The application uses the effective date to know when to use the rate. If you have Rate A effective Jan 1 and rates change on Jan 15th, the application would use Rate A from Jan 1 – 14th, then switch the new rate for Jan 15th until it finds another effective date to change it again. A report for Jan 1 – Feb 1 would have rates calculated off both, Jan 1-14th Rate A, Jan 15th – Feb 1 would be at Rate B.

Rates per Piece of Equipment:

Equipment Rates can be added for more details on Road and Bridge Reports. There are two ways to add Equipment Rates:

  1. Manual Entry:

    1. While in ‘Administration’ click on the ‘Equipment Rates’ tab.

    2. Click the ‘Add Equipment Rate’ button.

    3. Enter the ‘Equipment’, ‘Effective Date’, and the ‘Equipment Rate’.

    4. Click the ‘Add this Equipment Rate’ button to save.

    5. Repeat for each piece of equipment.

  2. By Import:

    1. While in ‘Administration’ click on the ‘Import’ tab.

    2. Click on the ‘Equipment Rates’ link.

    3. Format the file to the outlined requirements.

    4. Browse to the file and import the data.

The ‘Effective Date’ is used to tell the application when to use the rate. A new rate will always be Added for a rate change to preserve historical values. Only modiy an existing rate if it was initially setup incorrectly. The application will look at the dates in the report being run and grab the applicable rate(s) that fall in the date range for the report for that employee.

Rate Groups:

Rate Groups can also be added in addition to the individual Equipment Rates that were previously available. This can be used to speed up updating rates. i.e. all pieces of equipment with the rate of .54/mile can be added under the group for this rate allowing only a single entry to update them vs having to update each piece of equipment individually.

  1. Manual Entry

    1. While in ‘Administration’ click on the ‘Equipment Rates’ tab.

    2. Under the Add Equipment Rate button, click the link to ‘View: Equipment Rate Groups’.

    3. Click the ' Add Equipment Rate Group' button.

    4. Enter the Group ‘Name’, ‘Effective Date’, and ‘Equipment Rate’.

    5. Select all Equipment items that are associated with that rate.

    6. Click the ‘Add this Equipment Rate Group’ button to save

  2. By Import → From Administration

    1. While in ‘Administration’ click on the ‘Import’ tab.

    2. Click on the ‘Equipment Rate Groups’ link.

    3. Format the file to the requirements outlined.

    4. Browse to the file and Import the data.

Import Equipment to a Group:

After the rate has been added. The equipment can be imported to the group. The Equipment and Rate Group must be set up prior to this step.

  1. While in ‘Administration’ click on the ‘Import’ tab.

  2. Click on the ‘Groups and Equipment’ link.

  3. Format the file to the requirements outlined.

  4. Browse to that file and Import the data.