Recipe Catalog - Projects: Set Rate Card from Discount Custom Field

This recipe helps automate and ensure that the rate card applied to the project matches the discount rate that was negotiated.

Overview

Rate cards in Kantata are important to ensuring that the bill rates for time entries are accurate. Sometimes a deal or project is negotiated with a certain percentage discount to those bill rates and a discounted rate card must be applied to the project. This recipe helps automate and ensure that the rate card applied to the project matches the discount rate that was negotiated. This recipe is triggered when a project custom field for rate card discounts—which you specify—is first filled out. The recipe then clones and applies a discount to a rate card, which you also specify.

After Importing the Recipe

1. In the Projects section on the left-hand section of the home page, select the Catalog Imports project.
   Note: If you moved a recipe to a different project, select that project instead.
2. Select the Settings tab.
3. Select the Project Properties subtab.
4. Select the Edit (“   ”) icon for the catalog_rate_card_discount_custom_field_id project property.
5. For the Value, enter the ID of the project custom field that contains rate card discounts.
6. Select the Save (“   ”) icon.
7. Select the Edit (“   ”) icon for the catalog_create_custom_rate_card_rate_card_set_id project property.
8. For the Value, enter the ID of the rate card which should be discounted.
9. Select the Save (“   ”) icon.

Once you finish configuring the project properties, you can select Start recipe from the Assets list or Recipe Details page to allow the recipe to activate when a trigger event occurs.